Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARMEN ORTHODONTICS, INC.
EIN 31-1017001medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
49
5225 EAST MAIN STREET - COLUMBUS, OH 43213614-863-8392carmenorthodontics.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 49 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#002
CARMEN ORTHODONTICS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CARMEN ORTHODONTICS CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$874K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARMEN ORTHODONTICS, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 30 | 2025 | |
| 003 | CARMEN ORTHODONTICS CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $874K | 19 | 2025 |
Retirement plans