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Sponsor portfolio

MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC

EIN 61-1670610-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$206K assets
Welfare
0
Participants
21
7575 W. UNIVERSITY AVENUE, STE. E - GAINESVILLE, FL 32607352-331-5132
Plans on this EIN
2 filings
#002CashBalance-$106K - 10 part#001401k-$100K - 11 part

Retirement portfolio analytics

2 plans aggregated / $206K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#002)51%
  • PLAN & TRUST (#001)49%
Total $206KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • PLAN & TRUST (#002)10
Total 21Click 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#002

POA CASH BALANCE PLAN & TRUST

CashBalance

Assets$106K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

POA RETIREMENT PLAN & TRUST

401k

Assets$100K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002POA CASH BALANCE PLAN & TRUSTCashBalance$106K102024
001POA RETIREMENT PLAN & TRUST401k$100K112024
Retirement plans
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