Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOEW AND PATEL ORTHODONTICS, LLC
EIN 83-2834895Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
42
4 WALTER E. FORAN BLVD., SUITE 205 - FLEMINGTON, NJ 08822908-782-7626loewandpatel.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 42 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
LOEW AND PATEL ORTHODONTICS, LLC 401(K) PLAN
401k
Assets$4.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOEW AND PATEL ORTHODONTICS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants20
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 | LOEW AND PATEL ORTHODONTICS, LLC 401(K) PLAN | 401k | $4.8M | 22 | 2025 | |
| 002 | LOEW AND PATEL ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 20 | 2025 |
Retirement plans