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Sponsor portfolio

A PERFECT SMILE ORTHODONTICS, PC

EIN 27-2082576-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
41
1400 E. EXPRESSWAY 83, SUITE 155 - MCALLEN, TX 78503956-630-6166
Plans on this EIN
2 filings
#001401k-$5.3M - 21 part#002CashBalance-$1.8M - 20 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • ORTHODONTICS, PC 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS, PC 401(K) (#001)21
  • CASH BALANCE PLAN (#002)20
Total 41Click 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

A PERFECT SMILE ORTHODONTICS, PC 401(K) PLAN

401k

Assets$5.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

A PERFECT SMILE ORTHODONTICS, PC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A PERFECT SMILE ORTHODONTICS, PC 401(K) PLAN401k$5.3M212025
002A PERFECT SMILE ORTHODONTICS, PC CASH BALANCE PLANCashBalance$1.8M202025
Retirement plans
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