Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH S. PETREY, PLLC DBA PETREY ORTHODONTICS
EIN 26-3246925Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
61
224 LANGDON STREET - SOMERSET, KY 42501606-528-8302
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 61 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
PETREY ORTHODONTICS 401(K) PLAN
401k
Assets$5.0M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETREY ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.7M
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 | PETREY ORTHODONTICS 401(K) PLAN | 401k | $5.0M | 33 | 2024 | |
| 002 | PETREY ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.7M | 28 | 2024 |
Retirement plans