Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAZZARA ORTHODONTICS, PLLC
EIN 84-1797664Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$920K assets
Welfare
0
Participants
18
925 EAST. HENRIETTA ROAD - ROCHESTER, NY 14623585-424-6400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $920K assets / 18 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
LAZZARA ORTHODONTICS 401(K) PLAN
401k
Assets$608K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAZZARA ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$312K
Participants6
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 | LAZZARA ORTHODONTICS 401(K) PLAN | 401k | $608K | 12 | 2024 | |
| 002 | LAZZARA ORTHODONTICS CASH BALANCE PLAN | CashBalance | $312K | 6 | 2024 |
Retirement plans