Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LONGMONT BRACES, P.C.
EIN 27-0835297medical practiceLatest filing 2024
Plans
3
Retirement
3
$1.1M assets
Welfare
0
Participants
15
1266 S HOVER STREET - LONGMONT, CO 80501303-772-0510longmontbraces.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.1M assets / 15 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
LONGMONT BRACES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$620K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LONGMONT BRACES CASH BALANCE PLAN
CashBalance
Assets$471K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LONGMONT BRACES PROFIT SHARING PLAN
ProfitSharing
Assets$12K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LONGMONT BRACES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $620K | 5 | 2024 | |
| 002 | LONGMONT BRACES CASH BALANCE PLAN | CashBalance | $471K | 5 | 2024 | |
| 003 | LONGMONT BRACES PROFIT SHARING PLAN | ProfitSharing | $12K | 5 | 2024 |
Retirement plans