Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTEGA ORTHODONTICS, PLLC
EIN 46-5603476Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
25
5435 ORTEGA BLVD., SUITE 2 - JACKSONVILLE, FL 32210904-388-4600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 25 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
ORTEGA ORTHODONTICS, PLLC RETIREMENT SAVINGS PLAN
401k
Assets$992K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORTEGA ORTHODONTICS, PLLC CASH BALANCE PLAN
CashBalance
Assets$339K
Participants12
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 | ORTEGA ORTHODONTICS, PLLC RETIREMENT SAVINGS PLAN | 401k | $992K | 13 | 2025 | |
| 002 | ORTEGA ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $339K | 12 | 2024 |
Retirement plans