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Sponsor portfolio

RAZI ORTHODONTICS, LTD.

EIN 81-3058564-medical practice-Latest filing 2024
Plans
2
Retirement
2
$879K assets
Welfare
0
Participants
15
2212 N. MAIN STREET - WHEATON, IL 60187630-614-1162raziortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$635K - 8 part#002CashBalance-$245K - 7 part

Retirement portfolio analytics

2 plans aggregated / $879K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN AND TRUST (#001)72%
  • PLAN AND TRUST (#002)28%
Total $879KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)8
  • PLAN AND TRUST (#002)7
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RAZI ORTHODONTICS PROFIT SHARING PLAN AND TRUST

401k

Assets$635K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RAZI ORTHODONTICS, LTD. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$245K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RAZI ORTHODONTICS PROFIT SHARING PLAN AND TRUST401k$635K82024
002RAZI ORTHODONTICS, LTD. CASH BALANCE PLAN AND TRUSTCashBalance$245K72024
Retirement plans
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