Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHELLY ORTHODONTICS, PC
EIN 42-1168708Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 22 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
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHELLY ORTHODONTICS, PC CASH BALANCE PLAN
CashBalance
Assets$1.5M
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 | SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 13 | 2025 | |
| 003 | SHELLY ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $1.5M | 9 | 2025 |
Retirement plans