Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Summer Smiles Dental & Orthodontics
EIN 27-2949494Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$746K assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $746K assets / 27 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
SUMMER SMILES DENTAL & ORTHODONTICS 401(K) PLAN
401(k)
Assets$561K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUMMER SMILES DENTAL & ORTHODONTICS CASH BALANCE PLAN
Cash balance
Assets$184K
Participants10
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 | SUMMER SMILES DENTAL & ORTHODONTICS 401(K) PLAN | 401(k) | $561K | 17 | 2025 | |
| 002 | SUMMER SMILES DENTAL & ORTHODONTICS CASH BALANCE PLAN | Cash balance | $184K | 10 | 2025 |
Retirement plans