Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WERTZ ORTHODONTICS, LLC
EIN 61-1632134medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
30
855 NORMAN DRIVE - LEBANON, PA 17042717-644-3599wertzortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 30 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
WERTZ ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
WERTZ ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$153K
Participants14
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 | WERTZ ORTHODONTICS, LLC 401(K) PLAN | 401k | $1.3M | 16 | 2025 | |
| 005 | WERTZ ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $153K | 14 | 2024 |
Retirement plans