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  2. FARROW ORTHODONTICS HOLDINGS, PLLC
Sponsor portfolio

FARROW ORTHODONTICS HOLDINGS, PLLC

EIN 36-4752154-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
89
8301 SOUTH WALKER AVE., SUITE 103 - OKLAHOMA CITY, OK 731399416405-631-8822steffenfarrow.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$2.1M - 58 part#002CashBalance-$1.3M - 31 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 89 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • CASH BALANCE PENSION (#002)38%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)58
  • CASH BALANCE PENSION (#002)31
Total 89Click 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

FARROW ORTHODONTICS HOLDINGS, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FARROW ORTHODONTICS HOLDINGS, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FARROW ORTHODONTICS HOLDINGS, PLLC 401(K) PROFIT SHARING PLAN401k$2.1M582024
002FARROW ORTHODONTICS HOLDINGS, PLLC CASH BALANCE PENSION PLANCashBalance$1.3M312024
Retirement plans
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