Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KALAMAZOO ORTHODONTICS, P.C.
EIN 38-2309602health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
38
1314 WEST MILHAM ROAD - PORTAGE, MI 49024269-344-2466kalamazooorthodontics.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 38 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#005
KALAMAZOO ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KALAMAZOO ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | KALAMAZOO ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $2.3M | 20 | 2025 | |
| 004 | KALAMAZOO ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 18 | 2024 |
Retirement plans