Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEAL LAROIA, DDS, PC
EIN 27-5086757medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
23
17W727 BUTTERFIELD ROAD, SUITE A - OAKBROOK TERRACE, IL 60181630-705-7900LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 23 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
OAKBROOK ORTHODONTICS RETIREMENT PLAN
401k
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OAKBROOK ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
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 | OAKBROOK ORTHODONTICS RETIREMENT PLAN | 401k | $1.3M | 13 | 2025 | |
| 002 | OAKBROOK ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 10 | 2025 |
Retirement plans