Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANA ORTHODONTICS, PLLC
EIN 68-0600753Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 23 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
DANA ORTHODONTICS, PLLC 401(K) PLAN
401k
Assets$4.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN
TraditionalDB
Assets$2.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DANA ORTHODONTICS, PLLC 401(K) PLAN | 401k | $4.0M | 12 | 2025 | |
| 002 | DANA ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN | TraditionalDB | $2.3M | 11 | 2025 |
Retirement plans