Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS
EIN 45-4242361Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
32
667 STONELEIGH AVE. STE 207 - CARMEL, NY 10512845-459-8500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 32 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
PAI ORTHODONTICS PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAI ORTHODONTICS PLLC CASH BALANCE PLAN
CashBalance
Assets$888K
Participants13
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 | PAI ORTHODONTICS PLLC PROFIT SHARING PLAN | ProfitSharing | $1.2M | 19 | 2024 | |
| 002 | PAI ORTHODONTICS PLLC CASH BALANCE PLAN | CashBalance | $888K | 13 | 2024 |
Retirement plans