Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CANALES ORTHODONTICS, LLC
EIN 46-2453847accountingLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
100 S. COLONIAL DRIVE, SUITE 800 - ALABASTER, AL 35007205-621-1111coxorthodontics.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 25 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
CANALES ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CANALES ORTHODONTICS SAFE HARBOR 401(K) PLAN
401k
Assets$1.0M
Participants14
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 | CANALES ORTHODONTICS CASH BALANCE PLAN | CashBalance | $1.4M | 11 | 2025 | |
| 001 | CANALES ORTHODONTICS SAFE HARBOR 401(K) PLAN | 401k | $1.0M | 14 | 2025 |
Retirement plans