Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
GO ORTHODONTICS PARTNERSHIP
EIN 45-5104505Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
114
2408 SOUTH LAMAR BLVD., SUITE 2 - OXFORD, MS 38655662-234-4826goorthodontics.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 114 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
GO ORTHODONTICS RETIREMENT PLAN & TRUST
401k
Assets$6.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$3.2M
Participants48
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 | GO ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $6.2M | 66 | 2024 | |
| 004 | GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $3.2M | 48 | 2024 |
Retirement plans