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  1. Companies/
  2. Vista Orthodontic Group LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Vista Orthodontic Group LLC

EIN 33-2019872-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Health & Benefits
0
Participants
46
400 SW BOND S, # 300 - BEND, OR 97702541-848-6642
Plans on this EIN
2 filings
#001Profit-sharing-$2.9M - 28 part#002Cash balance-$941K - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

  • GROUP LLC 401(K) (#001)$2.9M
  • CASH BALANCE PLAN (#002)$941K
Total $3.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GROUP LLC 401(K) (#001)28
  • CASH BALANCE PLAN (#002)18
Total 46Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

VISTA ORTHODONTIC GROUP LLC 401(K) PLAN

Profit-sharing

Assets$2.9M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

VISTA ORTHODONTIC GROUP LLC CASH BALANCE PLAN

Cash balance

Assets$941K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VISTA ORTHODONTIC GROUP LLC 401(K) PLANProfit-sharing$2.9M282025
#002VISTA ORTHODONTIC GROUP LLC CASH BALANCE PLANCash balance$941K182025
  • VISTA ORTHODONTIC GROUP LLC 401(K) PLAN$2.9M
    #001 · Profit-sharing · 202528
  • VISTA ORTHODONTIC GROUP LLC CASH BALANCE PLAN$941K
    #002 · Cash balance · 202518
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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