Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COGAN AND GEORGE ORTHODONTICS LLC
EIN 54-2148445Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
39
51 ALMSHOUSE ROAD - RICHBORO, PA 18954215-355-5995
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 39 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
COGAN AND GEORGE ORTHODONTICS LLC 401(K) PLAN
401k
Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CATHLEEN GEORGE, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COGAN AND GEORGE ORTHODONTICS LLC 401(K) PLAN | 401k | $2.8M | 21 | 2024 | |
| 002 | CATHLEEN GEORGE, DMD, PC CASH BALANCE PLAN | CashBalance | $1.1M | 18 | 2024 |
Retirement plans