Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEES & LOW ORTHODONTICS, P.C.
EIN 46-3071926Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
21
11414 WEST CENTER ROAD, SUITE 334 - OMAHA, NE 68144402-330-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 21 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
WEES & LOW ORTHODONTICS, P.C. 401(K) TRUST
401k
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WEES & LOW ORTHODONTICS, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$950K
Participants6
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 | WEES & LOW ORTHODONTICS, P.C. 401(K) TRUST | 401k | $2.9M | 15 | 2025 | |
| 003 | WEES & LOW ORTHODONTICS, P.C. CASH BALANCE PENSION PLAN | CashBalance | $950K | 6 | 2025 |
Retirement plans