Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
CONNECTICUT VALLEY ORTHODONTICS, P.C.
EIN 26-2345452medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
62
219 TALCOTTVILLE ROAD - VERNON, CT 06066860-872-8361ctvalleyortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 62 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#001
CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.6M | 34 | 2024 | |
| 002 | CONNECTICUT VALLEY ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 28 | 2024 |
Retirement plans