Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APICELLA-LOREI ORTHODONTICS PC
EIN 23-1887446Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
31
555 GETTYSBURG PIKE, SUITE A-300 - MECHANICSBURG, PA 17050717-697-8222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
APICELLA LOREI ORTHODONTICS 401(K) PLAN
401k
Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LOREI CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | APICELLA LOREI ORTHODONTICS 401(K) PLAN | 401k | $2.5M | 16 | 2025 | |
| 003 | LOREI CASH BALANCE PLAN | CashBalance | $1.1M | 15 | 2025 |
Retirement plans