Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUDD ORTHODONTICS, PLLC
EIN 26-3547401medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
18
22916 N. 44TH PLACE - PHOENIX, AZ 85050602-956-4530buddorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 18 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
BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BUDD ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$813K
Participants11
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 | BUDD ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $1.5M | 7 | 2025 | |
| 001 | BUDD ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $813K | 11 | 2025 |
Retirement plans