Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
JAROSZ & VALENTE ORTHODONTICS, P.C.
EIN 36-2740710Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
29
3430 N. OLD ARLINGTON HEIGHTS RD. - ARLINGTON HEIGHTS, IL 600041552847-632-1030jvortho.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 29 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#003
JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$3.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JAROSZ & VALENTE ORTHODONTICS, P.C. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$495K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $3.3M | 16 | 2025 | |
| 004 | JAROSZ & VALENTE ORTHODONTICS, P.C. CASH BALANCE PLAN AND TRUST | CashBalance | $495K | 13 | 2025 |
Retirement plans