Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN R. HELLER, DDS, MS, LLC
EIN 52-1838941medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
16
4350 EAST WEST HIGHWAY, SUITE 120 - BETHESDA, MD 20814301-490-2882LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 16 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#003
HELLER ORTHODONTICS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HELLER ORTHODONTICS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 7 | 2024 | |
| 002 | HELLER ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 9 | 2024 |
Retirement plans