Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES F. ORTH, D.D.S., P.A.
EIN 75-2206912health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
13
12200 PARK CENTRAL DR, SUITE 260 - DALLAS, TX 75251972-991-9891LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 13 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#002
CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN
401k
Assets$3.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHARLES F. ORTH, D. D. S. , P. A. CASH BALANCE PLAN
CashBalance
Assets$670K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN | 401k | $3.5M | 7 | 2024 | |
| 003 | CHARLES F. ORTH, D. D. S. , P. A. CASH BALANCE PLAN | CashBalance | $670K | 6 | 2024 |
Retirement plans