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  2. Coleman Orthodontics, P.C.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Coleman Orthodontics, P.C.

EIN 73-1650637-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Health & Benefits
0
Participants
57
780 SOUTH 2000 WEST, SUITE 2 - SYRACUSE, UT 84075801-614-9090colemanortho.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002Cash balance-$3.1M - 24 part#001401(k)-$2.4M - 33 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

  • COLEMAN ORTHODONTICS PENSION (#002)$3.1M
  • ORTHODONTICS RETIREMENT TRUST (#001)$2.4M
Total $5.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ORTHODONTICS RETIREMENT TRUST (#001)33
  • COLEMAN ORTHODONTICS PENSION (#002)24
Total 57Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

COLEMAN ORTHODONTICS PENSION PLAN

Cash balance

Assets$3.1M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

COLEMAN ORTHODONTICS RETIREMENT TRUST

401(k)

Assets$2.4M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002COLEMAN ORTHODONTICS PENSION PLANCash balance$3.1M242025
#001COLEMAN ORTHODONTICS RETIREMENT TRUST401(k)$2.4M332025
  • COLEMAN ORTHODONTICS PENSION PLAN$3.1M
    #002 · Cash balance · 202524
  • COLEMAN ORTHODONTICS RETIREMENT TRUST$2.4M
    #001 · 401(k) · 202533
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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