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  2. LAWTON ORTHODONTICS, P.A.
Sponsor portfolio

LAWTON ORTHODONTICS, P.A.

EIN 59-1783253-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
48
201 N. LAKEMONT AVENUE - WINTER PARK, FL 32792407-644-8242lawtonorthodontics.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#004401k-$9.6M - 23 part#005CashBalance-$1.7M - 25 part

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#004)85%
  • CASH BALANCE PLAN (#005)15%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#005)25
  • PLAN AND TRUST (#004)23
Total 48Click 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#004

LAWTON ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$9.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

LAWTON ORTHODONTICS PA CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004LAWTON ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$9.6M232024
005LAWTON ORTHODONTICS PA CASH BALANCE PLANCashBalance$1.7M252024
Retirement plans
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