Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INNOVATIVE DENTAL & ORTHODONTICS, P.A.
EIN 47-4640912medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
27
1884 COUNTY RD 419, #1010 - OVIEDO, FL 32765407-542-4580innovativedentalandorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 27 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#002
INNOVATIVE DENTAL & ORTHODONTICS, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN
401k
Assets$1.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INNOVATIVE DENTAL & ORTHODONTICS, P.A. CASH BALANCE PLAN | CashBalance | $1.6M | 13 | 2025 | |
| 001 | INNOVATIVE DENTAL & ORTHODONTICS 401(K) PLAN | 401k | $1.2M | 14 | 2025 |
Retirement plans