Assets by plan
Share of aggregate retirement assets
Filings through .
Marshall Orthodontics, P.C.
EIN 45-2768874Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Health & Benefits
0
Participants
26
2525 6TH AVE S - GREAT FALLS, MT 59405406-761-0314
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 26 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MARSHALL ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.2M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MARSHALL ORTHODONTICS, P.C. CASH BALANCE PLAN
Cash balance
Assets$374K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MARSHALL ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $2.2M | 16 | 2025 |
| #002 | MARSHALL ORTHODONTICS, P.C. CASH BALANCE PLAN | Cash balance | $374K | 10 | 2025 |
- #001 · 401(k) · 202516
- #002 · Cash balance · 202510
Retirement plans