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Sponsor portfolio

DRIESMAN ORTHODONTICS

EIN 81-3677354-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
24
24 IMPERIAL AVE. - WESTPORT, CT 06880203-227-6061
Plans on this EIN
2 filings
#001401k-$1.2M - 13 part#002CashBalance-$490K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DRIESMAN ORTHODONTICS 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DRIESMAN ORTHODONTICS 401(K) (#001)13
  • CASH BALANCE PLAN (#002)11
Total 24Click 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

DRIESMAN ORTHODONTICS 401(K) PLAN

401k

Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DRIESMAN ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$490K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DRIESMAN ORTHODONTICS 401(K) PLAN401k$1.2M132025
002DRIESMAN ORTHODONTICS CASH BALANCE PLANCashBalance$490K112025
Retirement plans
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