Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
VISTA ORTHODONTIC GROUP LLC
EIN 33-2019872Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
46
400 SW BOND S, # 300 - BEND, OR 97702541-848-6642
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 46 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
VISTA ORTHODONTIC GROUP LLC 401(K) PLAN
ProfitSharing
Assets$2.9M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VISTA ORTHODONTIC GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$941K
Participants18
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 | VISTA ORTHODONTIC GROUP LLC 401(K) PLAN | ProfitSharing | $2.9M | 28 | 2025 | |
| 002 | VISTA ORTHODONTIC GROUP LLC CASH BALANCE PLAN | CashBalance | $941K | 18 | 2025 |
Retirement plans