Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.9M assets / 21 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WEES & LOW ORTHODONTICS, P.C. 401(K) TRUST | 401(k) | $2.9M | 15 | 2025 |
| #003 | WEES & LOW ORTHODONTICS, P.C. CASH BALANCE PENSION PLAN | Cash balance | $950K | 6 | 2025 |