Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $768K assets / 2 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AUGUSTA ORTHODONTICS, P.A. PROFIT SHARING PLAN | 401(k) | $697K | 1 | 2024 |
| #001 | AUGUSTA ORTHODONTICS, P.A. PENSION PLAN | Money purchase | $72K | 1 | 2024 |