Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolioTH
DRS. COLACO, FLYNN, THOMPSON, BURKE, ROMERO & ZOVKO, INC.
EIN 34-1051610Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$13.9M assets
Welfare
1
Participants
123
29001 CEDAR ROAD, SUITE 453 - LYNDHURST, OH 44124440-446-1300
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.9M assets / 95 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
NORTHCOAST ENDODONTIC SPECIALISTS AMENDED AND RESTATED 401(K) PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$8.8M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DRS. COLACO, FLYNN, THOMPSON, BURKE, ROMERO & ZOVKO, INC. AMENDED AND RESTATED CASH BALANCE PLAN AND TRUST
CashBalance
Assets$5.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DRS. GORMAN, COLACO, FLYNN, THOMPSON, BURKE & ROME SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHCOAST ENDODONTIC SPECIALISTS AMENDED AND RESTATED 401(K) PROFIT SHARING PLAN AND TRUST | ProfitSharing | $8.8M | 61 | 2025 | |
| 002 | DRS. COLACO, FLYNN, THOMPSON, BURKE, ROMERO & ZOVKO, INC. AMENDED AND RESTATED CASH BALANCE PLAN AND TRUST | CashBalance | $5.1M | 34 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DRS. GORMAN, COLACO, FLYNN, THOMPSON, BURKE & ROME SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans