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Sponsor portfolio

SHAMMAA ORTHODONTICS, INC.

EIN 55-0764465-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
11
3920 MACCORKLE AVE. SE - CHARLESTON, WV 25304304-925-4258shammaabraces.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$1.2M - 5 part#002ProfitSharing-$92K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PLAN (#001)93%
  • PROFIT SHARING PLAN (#002)7%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)6
  • DEFINED BENEFIT PLAN (#001)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHAMMAA ORTHODONTICS, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHAMMAA ORTHODONTICS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$92K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHAMMAA ORTHODONTICS, INC. DEFINED BENEFIT PLANTraditionalDB$1.2M52024
002SHAMMAA ORTHODONTICS, INC. PROFIT SHARING PLANProfitSharing$92K62024
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