Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
FLOWER MOUND ORTHODONTICS, P.A.
EIN 75-2779130higher educationLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
17
2845 MORRISS ROAD - FLOWER MOUND, TX 75028214-912-5268flowermoundortho.comLinkedIn11-50 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 17 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
FLOWER MOUND ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$943K
Participants7
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 | FLOWER MOUND ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST | 401k | $2.4M | 10 | 2024 | |
| 002 | FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $943K | 7 | 2024 |
Retirement plans