Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LARSON ORTHODONTIC SPECIALISTS
EIN 45-4312569medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
36
2966 MEADOWLARK LANE - ALTOONA, WI 54720715-514-3333larsonsmiles.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 36 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
LARSON ORTHODONTIC SPECIALISTS 401(K) PLAN
401k
Assets$2.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LARSON ORTHODONTIC SPECIALISTS CASH BALANCE PLAN
CashBalance
Assets$910K
Participants15
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 | LARSON ORTHODONTIC SPECIALISTS 401(K) PLAN | 401k | $2.1M | 21 | 2025 | |
| 002 | LARSON ORTHODONTIC SPECIALISTS CASH BALANCE PLAN | CashBalance | $910K | 15 | 2025 |
Retirement plans