Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASSINELLI & SHANKER ORTHODONTICS
EIN 27-2863717medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
92
7242 TYLERS CORNER, SUITE A - WEST CHESTER, OH 45069513-777-7060LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 92 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#005
WEST CHESTER ORTHODONTICS 401(K)
401k
Assets$6.9M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
WEST CHESTER ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$4.0M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | WEST CHESTER ORTHODONTICS 401(K) | 401k | $6.9M | 44 | 2025 | |
| 006 | WEST CHESTER ORTHODONTICS CASH BALANCE PLAN | CashBalance | $4.0M | 48 | 2025 |
Retirement plans
Welfare plans