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  2. ROWAN ORTHODONTICS, INC.
Sponsor portfolio

ROWAN ORTHODONTICS, INC.

EIN 27-1547263-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
36
900 W. OLIVE AVE., SUITE D - MERCED, CA 95348209-917-0079mercedbraces.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 19 part#001401k-$1.7M - 17 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • PROFIT SHARING PLAN (#001)36%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)19
  • PROFIT SHARING PLAN (#001)17
Total 36Click 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#002

ROWAN ORTHODONTICS, INC. CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROWAN ORTHODONTICS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROWAN ORTHODONTICS, INC. CASH BALANCE PLANCashBalance$3.1M192025
001ROWAN ORTHODONTICS, INC. 401(K) PROFIT SHARING PLAN401k$1.7M172025
Retirement plans
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