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  2. GILL ORTHODONTICS INC.
Sponsor portfolio

GILL ORTHODONTICS INC.

EIN 27-0715928-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
20
4401 23RD AVE S - FARGO, ND 58104701-232-1500
Plans on this EIN
2 filings
#001401k-$993K - 10 part#002CashBalance-$755K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#001)57%
  • PLAN & TRUST (#002)43%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • PLAN & TRUST (#002)10
Total 20Click 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

GILL ORTHODONTICS RETIREMENT PLAN & TRUST

401k

Assets$993K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GILL ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

CashBalance

Assets$755K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GILL ORTHODONTICS RETIREMENT PLAN & TRUST401k$993K102025
002GILL ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUSTCashBalance$755K102025
Retirement plans
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