Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLICK ORTHODONTICS, P.C.
EIN 27-1279922Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
26
16 PARK STREET - MEDFIELD, MA 02052508-359-2576
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 26 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
GLICK ORTHODONTICS, P.C. 401(K) PLAN
401k
Assets$4.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLICK ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$976K
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 | |
|---|---|---|---|---|---|---|
| 001 | GLICK ORTHODONTICS, P.C. 401(K) PLAN | 401k | $4.1M | 15 | 2024 | |
| 002 | GLICK ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $976K | 11 | 2024 |
Retirement plans