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  2. COLEMAN ORTHODONTICS, P.C.
Sponsor portfolio

COLEMAN ORTHODONTICS, P.C.

EIN 73-1650637-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
56
780 SOUTH 2000 WEST, SUITE 2 - SYRACUSE, UT 84075801-614-9090colemanortho.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 24 part#001401k-$2.5M - 32 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 56 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • COLEMAN ORTHODONTICS PENSION (#002)50%
  • ORTHODONTICS RETIREMENT TRUST (#001)50%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS RETIREMENT TRUST (#001)32
  • COLEMAN ORTHODONTICS PENSION (#002)24
Total 56Click 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

COLEMAN ORTHODONTICS PENSION PLAN

CashBalance

Assets$2.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COLEMAN ORTHODONTICS RETIREMENT TRUST

401k

Assets$2.5M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLEMAN ORTHODONTICS PENSION PLANCashBalance$2.5M242024
001COLEMAN ORTHODONTICS RETIREMENT TRUST401k$2.5M322024
Retirement plans
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