Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
SCHUMACHER ORTHODONTICS, P.A.
EIN 27-2957923Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
32
1901 SOUTH PATRICK DR. - INDIAN HARBOUR BEACH, FL 32937321-773-3441
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 32 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
SMILES FOR LIFE RETIREMENT PLAN & TRUST
401k
Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMILES FOR LIFE CASH BALANCE PLAN & TRUST
CashBalance
Assets$507K
Participants13
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 | SMILES FOR LIFE RETIREMENT PLAN & TRUST | 401k | $1.6M | 19 | 2024 | |
| 002 | SMILES FOR LIFE CASH BALANCE PLAN & TRUST | CashBalance | $507K | 13 | 2024 |
Retirement plans