Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEST & EHLIS ORTHODONTIC MANAGEMENT COMPANY, LLC
EIN 47-4451891medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
74
4710 AMBER VALLEY PKWY., SUITE B - FARGO, ND 58104701-293-5300LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 74 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
WEST & EHLIS ORTHODONTIC 401(K) PLAN
401k
Assets$4.2M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST & EHLIS ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.0M
Participants22
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 | WEST & EHLIS ORTHODONTIC 401(K) PLAN | 401k | $4.2M | 52 | 2024 | |
| 002 | WEST & EHLIS ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $1.0M | 22 | 2024 |
Retirement plans