Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKEVIEW ORTHODONTICS, P.C.
EIN 45-2036604Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
34
1939 PATTERSON STREET, SUITE 103 - GUNTERSVILLE, AL 35976256-582-3398lakeviewortho.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 34 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#001
LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN
401k
Assets$2.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKEVIEW ORTHODONTICS, P.C. PROFIT SHARING PLAN | 401k | $2.6M | 17 | 2025 | |
| 002 | LAKEVIEW ORTHODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 17 | 2025 |
Retirement plans