Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEST ORTHODONTICS
EIN 36-4829735Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$845K assets
Welfare
0
Participants
15
13109 SCHAVEY ROAD, SUITE 1 - DEWITT, MI 48820517-507-3001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $845K assets / 15 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#002
WEST ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$492K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WEST ORTHODONTICS 401(K) PLAN
401k
Assets$352K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEST ORTHODONTICS CASH BALANCE PLAN | CashBalance | $492K | 6 | 2024 | |
| 001 | WEST ORTHODONTICS 401(K) PLAN | 401k | $352K | 9 | 2024 |
Retirement plans