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Sponsor portfolio

NORTHEAST ORTHODONTICS

EIN 35-2139790-restaurants-Latest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
62
7205 N SHADELAND AVE - INDIANAPOLIS, IN 462502021317-570-0011LinkedIn1-10 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$7.1M - 32 part#002CashBalance-$2.3M - 30 part

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN & TRUST (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)32
  • CASH BALANCE PLAN (#002)30
Total 62Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHEAST ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTHEAST ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTHEAST ORTHODONTICS 401(K) PROFIT SHARING PLAN & TRUST401k$7.1M322025
002NORTHEAST ORTHODONTICS CASH BALANCE PLANCashBalance$2.3M302024
Retirement plans
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