Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHODONTICS OF GEORGETOWN, LLC
EIN 26-3641014medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
59
73 REDDING ROAD - GEORGETOWN, CT 06829203-544-9338orthodonticsofgeorgetown.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 59 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
ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN
401k
Assets$1.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN
CashBalance
Assets$795K
Participants16
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 | ORTHODONTICS OF GEORGETOWN, LLC PROFIT SHARING 401(K) PLAN | 401k | $1.4M | 43 | 2024 | |
| 002 | ORTHODONTICS OF GEORGETOWN, LLC CASH BALANCE PLAN | CashBalance | $795K | 16 | 2024 |
Retirement plans