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Sponsor portfolio

MBT ORTHODONTICS, LLC

EIN 83-2388684-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
52
MBT ORTHODONTICS, LLC, 715 W CARMEL DR SUITE 201 - CARMEL, IN 46032317-844-6284
Plans on this EIN
2 filings
#001401k-$4.8M - 29 part#002CashBalance-$2.4M - 23 part

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • LLC 401(K) PSP (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) PSP (#001)29
  • CASH BALANCE PLAN (#002)23
Total 52Click 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

MBT ORTHODONTICS, LLC 401(K) PSP

401k

Assets$4.8M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MBT ORTHODONTICS LLC CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MBT ORTHODONTICS, LLC 401(K) PSP401k$4.8M292025
002MBT ORTHODONTICS LLC CASH BALANCE PLANCashBalance$2.4M232025
Retirement plans
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