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Sponsor portfolio

MCGARRELL ORTHODONTICS PLLC

EIN 27-2183457-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$440K assets
Welfare
0
Participants
29
2388 FM 1103 - CIBOLO, AZ 78108210-314-2091
Plans on this EIN
2 filings
#002CashBalance-$317K - 12 part#001401k-$124K - 17 part

Retirement portfolio analytics

2 plans aggregated / $440K assets / 29 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • ORTHODONTICS PLLC 401(K) (#001)28%
Total $440KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS PLLC 401(K) (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click 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

MCGARRELL ORTHODONTICS PLLC CASH BALANCE PLAN

CashBalance

Assets$317K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MCGARRELL ORTHODONTICS PLLC 401(K) PLAN

401k

Assets$124K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCGARRELL ORTHODONTICS PLLC CASH BALANCE PLANCashBalance$317K122025
001MCGARRELL ORTHODONTICS PLLC 401(K) PLAN401k$124K172025
Retirement plans
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