Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL B. HOLBERT, DDS, PC
EIN 80-0207873Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
16
2620 GASKINS ROAD, SUITE B - RICHMOND, VA 23238804-270-7824
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 16 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
HOLBERT FAMILY ORTHODONTICS 401(K) PLAN
401k
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HOLBERT FAMILY ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
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 | HOLBERT FAMILY ORTHODONTICS 401(K) PLAN | 401k | $1.4M | 12 | 2025 | |
| 002 | HOLBERT FAMILY ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 4 | 2025 |
Retirement plans