Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolio
RICK HERRMANN ORTHODONTICS, P.A.
EIN 75-2969973Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 12 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
RICK HERRMANN ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST
401k
Assets$3.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICK HERRMANN ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$278K
Participants4
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 | RICK HERRMANN ORTHODONTICS, P.A. RETIREMENT PLAN & TRUST | 401k | $3.4M | 8 | 2025 | |
| 002 | RICK HERRMANN ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $278K | 4 | 2024 |
Retirement plans