Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHANNON ORTHODONTICS, LLC
EIN 47-4021167Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
45
2390 NORTH BLVD. WEST E-2 - DAVENPORT, FL 33837863-353-6867
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 45 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
SHANNON ORTHODONTICS 401(K) PLAN
401k
Assets$911K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHANNON ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$891K
Participants24
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 | SHANNON ORTHODONTICS 401(K) PLAN | 401k | $911K | 21 | 2025 | |
| 002 | SHANNON ORTHODONTICS CASH BALANCE PLAN | CashBalance | $891K | 24 | 2025 |
Retirement plans