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  2. ZOMBEK ORTHODONTICS, P.A.
Sponsor portfolio

ZOMBEK ORTHODONTICS, P.A.

EIN 45-1797933-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
21
1040 WESTON RD SUITE 200 - WESTON, FL 33326954-389-7906zombekortho.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.2M - 10 part#002CashBalance-$518K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)11
  • PLAN AND TRUST (#001)10
Total 21Click 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

ZOMBEK ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZOMBEK ORTHODONTICS, P.A. CASH BALANCE PLAN

CashBalance

Assets$518K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ZOMBEK ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.2M102024
002ZOMBEK ORTHODONTICS, P.A. CASH BALANCE PLANCashBalance$518K112024
Retirement plans
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