Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNELISE H SULLIVAN DDS MS, INC.
EIN 45-4172908Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
24
8803 BRECKSVILLE ROAD, SUITE 10 - BRECKSVILLE, OH 44141440-526-7506
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 24 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#002
SULLIVAN ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SULLIVAN ORTHODONTICS 401(K) P/S PLAN
401k
Assets$1.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SULLIVAN ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 12 | 2025 | |
| 001 | SULLIVAN ORTHODONTICS 401(K) P/S PLAN | 401k | $1.6M | 12 | 2025 |
Retirement plans