PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BZ ORTHODONTICS PC
Sponsor portfolio

BZ ORTHODONTICS PC

EIN 81-4295850-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$790K assets
Welfare
0
Participants
17
1408 GRASSHOPPER LANE - LOWER GWYNEDD, PA 19002215-760-0061
Plans on this EIN
2 filings
#001401k-$679K - 12 part#002CashBalance-$111K - 5 part

Retirement portfolio analytics

2 plans aggregated / $790K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $790KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)5
Total 17Click 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

BZ ORTHODONTICS 401(K) PROFIT SHARING PLAN

401k

Assets$679K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BZ ORTHODONTICS CASH BALANCE PLAN

CashBalance

Assets$111K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BZ ORTHODONTICS 401(K) PROFIT SHARING PLAN401k$679K122025
002BZ ORTHODONTICS CASH BALANCE PLANCashBalance$111K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica