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Sponsor portfolio

SCHUMACHER ORTHODONTICS, PC

EIN 27-0158758-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
14
602 EDEN AVENUE - EFFINGHAM, IL 62401217-347-6453schumacherortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.9M - 7 part#002CashBalance-$596K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PC RETIREMENT PLAN (#001)76%
  • PLAN & TRUST (#002)24%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)7
  • PLAN & TRUST (#002)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SCHUMACHER ORTHODONTICS, PC RETIREMENT PLAN

401k

Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCHUMACHER ORTHODONTICS, P. C. CASH BALANCE PLAN & TRUST

CashBalance

Assets$596K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCHUMACHER ORTHODONTICS, PC RETIREMENT PLAN401k$1.9M72024
002SCHUMACHER ORTHODONTICS, P. C. CASH BALANCE PLAN & TRUSTCashBalance$596K72024
Retirement plans
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