Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEFAY ORTHODONTICS, PLLC
EIN 45-2442020Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 39 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#003
DEFAY ORTHODONTICS 401(K) PLAN
401k
Assets$2.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFAY ORTHODONTICS DEFINED BENEFIT PLAN
CashBalance
Assets$445K
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 | |
|---|---|---|---|---|---|---|
| 003 | DEFAY ORTHODONTICS 401(K) PLAN | 401k | $2.5M | 22 | 2025 | |
| 002 | DEFAY ORTHODONTICS DEFINED BENEFIT PLAN | CashBalance | $445K | 17 | 2024 |
Retirement plans