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Sponsor portfolio

IMAGE ORTHODONTICS, PLLC

EIN 83-2291250-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
30
23501 CINCO RANCH BLVD, G220 - KATY, TX 77494281-579-2600
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 11 part#001401k-$523K - 19 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • P&T 401(K) (#001)25%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P&T 401(K) (#001)19
  • CASH BALANCE PLAN (#002)11
Total 30Click 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#002

P&T CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

P&T 401(K) PLAN

401k

Assets$523K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002P&T CASH BALANCE PLANCashBalance$1.6M112025
001P&T 401(K) PLAN401k$523K192025
Retirement plans
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