Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALMA ORTHODONTICS PLLC
EIN 82-1391739medical practiceLatest filing 2025
Plans
2
Retirement
2
$915K assets
Welfare
0
Participants
44
317 E WARWICK DR, STE A - ALMA, MI 48801734-558-3888almaorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $915K assets / 44 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
ALMA ORTHODONTICS 401(K) PROFIT SHARING PLAN
401k
Assets$493K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALMA ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$422K
Participants17
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 | ALMA ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $493K | 27 | 2025 | |
| 002 | ALMA ORTHODONTICS CASH BALANCE PLAN | CashBalance | $422K | 17 | 2025 |
Retirement plans