Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCSWEENEY ORTHODONTICS, P.C.
EIN 46-4770861medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
8 HEALEY AVENUE, SUITE 1 - PLATTSBURGH, NY 12901518-561-4040mcsweeneyortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 18 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#001
MCSWEENEY ORTHODONTICS 401(K) PLAN
401k
Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCSWEENEY ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$921K
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 | |
|---|---|---|---|---|---|---|
| 001 | MCSWEENEY ORTHODONTICS 401(K) PLAN | 401k | $2.0M | 12 | 2025 | |
| 002 | MCSWEENEY ORTHODONTICS CASH BALANCE PLAN | CashBalance | $921K | 6 | 2025 |
Retirement plans