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  2. SCHULER & MCSHANE ORTHODONTIC PARTNERSHIP
Sponsor portfolio

SCHULER & MCSHANE ORTHODONTIC PARTNERSHIP

EIN 46-5021862-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
64
2425 W. CORNERSTONE CT. - PEORIA, IL 61614309-692-3000
Plans on this EIN
2 filings
#003401k-$3.8M - 33 part#004CashBalance-$1.8M - 31 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 64 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#003)68%
  • PLAN & TRUST (#004)32%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)33
  • PLAN & TRUST (#004)31
Total 64Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ORTHODONTICS LTD PROFIT SHARING PLAN

401k

Assets$3.8M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ORTHODONTICS LTD. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.8M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ORTHODONTICS LTD PROFIT SHARING PLAN401k$3.8M332025
004ORTHODONTICS LTD. DEFINED BENEFIT CASH BALANCE PLAN & TRUSTCashBalance$1.8M312024
Retirement plans
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