Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFILIATED ORTHODONTISTS
EIN 26-2949997medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
66 WEST HARDING AVENUE, SUITE A - CEDAR CITY, UT 847202596435-586-8980affiliatedorthodontists.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 9 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
AFFILIATED ORTHODONTISTS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AFFILIATED ORTHODONTISTS 401(K) PROFIT SHARING PLAN
401k
Assets$365K
Participants6
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 | AFFILIATED ORTHODONTISTS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.0M | 3 | 2025 | |
| 002 | AFFILIATED ORTHODONTISTS 401(K) PROFIT SHARING PLAN | 401k | $365K | 6 | 2025 |
Retirement plans