Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TW ORTHODONTICS, LLC
EIN 47-2795917medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
89
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 89 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
TW ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$4.3M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TW ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants45
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 | TW ORTHODONTICS, LLC 401(K) PLAN | 401k | $4.3M | 44 | 2025 | |
| 002 | TW ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 45 | 2024 |
Retirement plans