Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOLDEN ORTHODONTICS
EIN 45-3455925Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$2.5M assets
Welfare
1
Participants
17
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 17 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
GOLDEN ORTHODONTICS RETIREMENT SAVINGS PLAN
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GOLDEN ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GOLDEN ORTHODONTICS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOLDEN ORTHODONTICS RETIREMENT SAVINGS PLAN | 401k | $1.3M | 9 | 2025 | |
| 002 | GOLDEN ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOLDEN ORTHODONTICS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans