Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ONTARIO ORTHODONTICS, PLLC
EIN 33-1159142medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
9
90 NORTH MAIN STREET - CANANDAIGUA, NY 14424585-394-2830ontarioortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 9 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
ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ONTARIO ORTHODONTICS DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants3
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 | ONTARIO ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 6 | 2025 | |
| 002 | ONTARIO ORTHODONTICS DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 3 | 2025 |
Retirement plans