Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZACHARY T. FRAZIER D.D.S. P.C. DBA ZACH FRAZIER ORTHODONTICS
EIN 46-5127130Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
20
4909 FOREST AVENUE - DOWNERS GROVE, IL 60515630-541-3696
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 20 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
ZACH FRAZIER ORTHODONTICS RETIREMENT TRUST
401k
Assets$919K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZACH FRAZIER ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$687K
Participants10
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 | ZACH FRAZIER ORTHODONTICS RETIREMENT TRUST | 401k | $919K | 10 | 2025 | |
| 002 | ZACH FRAZIER ORTHODONTICS CASH BALANCE PLAN | CashBalance | $687K | 10 | 2025 |
Retirement plans