Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
PUNTILLO AND CRANE ORTHODONTICS, P.C.
EIN 35-1984363medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
97
1539 S. COURT ST., SUITE A - CROWN POINT, IN 46307219-662-2264pandcsmiles.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 97 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
PUNTILLO AND CRANE ORTHODONTICS RETIREMENT PLAN & TRUST
401k
Assets$3.5M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PUNTILLO AND CRANE ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants39
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 | PUNTILLO AND CRANE ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $3.5M | 58 | 2024 | |
| 002 | PUNTILLO AND CRANE ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $2.3M | 39 | 2025 |
Retirement plans