Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLAZA ORTHODONTICS
EIN 47-3993994medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
44
14551 MANCHESTER ROAD - BALLWIN, MO 63011636-230-9933plazaortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 44 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
PLAZA ORTHODONTICS PROFIT SHARING PLAN
401k
Assets$1.5M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PLAZA ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$975K
Participants21
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 | PLAZA ORTHODONTICS PROFIT SHARING PLAN | 401k | $1.5M | 23 | 2025 | |
| 002 | PLAZA ORTHODONTICS CASH BALANCE PLAN | CashBalance | $975K | 21 | 2024 |
Retirement plans