Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSOFT & HURST ORTHODONTICS, PLC
EIN 27-1458207medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
46
6700 CROSSWINDS DR. N., STE. 300B - ST. PETERSBURG, FL 33710727-384-4511braceinfo.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 46 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
INSOFT & HURST ORTHODONTICS, PLC CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSOFT & HURST, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants24
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 | INSOFT & HURST ORTHODONTICS, PLC CASH BALANCE PLAN | CashBalance | $3.6M | 22 | 2025 | |
| 002 | INSOFT & HURST, PLC 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 24 | 2025 |
Retirement plans