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Sponsor portfolio

NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C.

EIN 83-1530228-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
22
497 CABOT STREET - BEVERLY, MA 01915978-922-3462LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$805K - 13 part#002CashBalance-$332K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • SPECIALISTS, P.C. 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIALISTS, P.C. 401(K) (#001)13
  • CASH BALANCE PLAN (#002)9
Total 22Click 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

NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. 401(K) PLAN

401k

Assets$805K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN

CashBalance

Assets$332K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. 401(K) PLAN401k$805K132025
002NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. CASH BALANCE PLANCashBalance$332K92025
Retirement plans
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