Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
WAFELBAKKER ANDERSON ORTHODONTICS SOUTH COUNTY
EIN 81-0824370medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
47
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 47 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
WAFELBAKKER ANDERSON ORTHODONTICS SOUTH COUNTY 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$668K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WAFELBAKKER ANDERSON ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$391K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAFELBAKKER ANDERSON ORTHODONTICS SOUTH COUNTY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $668K | 34 | 2024 | |
| 002 | WAFELBAKKER ANDERSON ORTHODONTICS CASH BALANCE PLAN | CashBalance | $391K | 13 | 2024 |
Retirement plans