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Sponsor portfolio

MCCLARAN ORTHODONTICS, PLLC

EIN 82-1966241-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$625K assets
Welfare
0
Participants
12
7263 NOLENSVILLE ROAD, SUITE 2 - NOLENSVILLE, TN 37135615-440-0873mcclaranortho.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$546K - 9 part#002CashBalance-$79K - 3 part

Retirement portfolio analytics

2 plans aggregated / $625K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#001)87%
  • PLAN & TRUST (#002)13%
Total $625KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)9
  • PLAN & TRUST (#002)3
Total 12Click 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

MCCLARAN ORTHODONTICS PLLC RETIREMENT PLAN & TRUST

401k

Assets$546K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCCLARAN ORTHODONTICS CASH BALANCE PLAN & TRUST

CashBalance

Assets$79K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCCLARAN ORTHODONTICS PLLC RETIREMENT PLAN & TRUST401k$546K92024
002MCCLARAN ORTHODONTICS CASH BALANCE PLAN & TRUSTCashBalance$79K32024
Retirement plans
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