Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROULEAU ORTHODONTICS DENTAL PRACTICE
EIN 77-0101812medical practiceLatest filing 2025
Plans
2
Retirement
2
$14.3M assets
Welfare
0
Participants
20
1020 RUNNYMEAD COURT - LOS ALTOS, CA 94024650-964-6400rouleauortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.3M assets / 20 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
ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN
401k
Assets$11.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.0M
Participants10
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 | ROULEAU ORTHODONTICS DENTAL PRACTICE 401(K) PROFIT SHARING PLAN | 401k | $11.2M | 10 | 2025 | |
| 003 | ROULEAU ORTHODONTICS DENTAL PRACTICE DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.0M | 10 | 2025 |
Retirement plans