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Sponsor portfolio

MONROE ORTHODONTICS LLC

EIN 26-0369632-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$461K assets
Welfare
0
Participants
10
2 CENTRE DRIVE, SUITE 300 - MONROE TOWNSHIP, NJ 08831609-409-1700monroeorthollc.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$341K - 5 part#002CashBalance-$120K - 5 part

Retirement portfolio analytics

2 plans aggregated / $461K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN AND TRUST (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $461KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MONROE ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$341K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MONROE ORTHODONTICS LLC CASH BALANCE PLAN

CashBalance

Assets$120K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MONROE ORTHODONTICS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$341K52024
002MONROE ORTHODONTICS LLC CASH BALANCE PLANCashBalance$120K52024
Retirement plans
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