Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#004)$3.4M
- PLAN & TRUST (#002)$276K
Filings through .
Go Orthodontics Partnership
EIN 45-5104505Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Health & Benefits
0
Participants
65
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 / $3.7M assets / 65 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Cash balance
Assets$3.4M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GO ORTHODONTICS RETIREMENT PLAN & TRUST
401(k)
Assets$276K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | GO ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | Cash balance | $3.4M | 47 | 2025 |
| #002 | GO ORTHODONTICS RETIREMENT PLAN & TRUST | 401(k) | $276K | 18 | 2025 |
- #004 · Cash balance · 202547
- #002 · 401(k) · 202518
Retirement plans