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Sponsor portfolio

VIVID ORTHODONTICS SC

EIN 39-1255393-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
55
2626 WEST 9TH STREET - OSHKOSH, WI 54904920-231-4922
Plans on this EIN
2 filings
#001401k-$3.5M - 31 part#002CashBalance-$563K - 24 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)31
  • CASH BALANCE PLAN (#002)24
Total 55Click 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

VIVID ORTHODONTICS SC RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$3.5M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VIVID ORTHODONTICS, S. C. CASH BALANCE PLAN

CashBalance

Assets$563K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VIVID ORTHODONTICS SC RETIREMENT SAVINGS PLAN AND TRUST401k$3.5M312025
002VIVID ORTHODONTICS, S. C. CASH BALANCE PLANCashBalance$563K242024
Retirement plans
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