Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERKMAN & SHAPIRO ORTHODONTICS, P.C.
EIN 33-1055864health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
17
8145 COMMERCE ROAD - COMMERCE, MI 48382248-360-7878outstandingortho.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 17 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
BERKMAN & SHAPIRO ORTHODONTICS, P.C. 401(K) PLAN
401k
Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERKMAN & SHAPIRO ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$655K
Participants6
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 | BERKMAN & SHAPIRO ORTHODONTICS, P.C. 401(K) PLAN | 401k | $3.0M | 11 | 2025 | |
| 002 | BERKMAN & SHAPIRO ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $655K | 6 | 2024 |
Retirement plans