Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C.
EIN 84-1985503Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
33
2081 E HIGH STREET SUITE 200 - SANATOGA, PA 19464215-793-4300collegevilleorthodontics.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 33 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
ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$13K
Participants9
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 | ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 24 | 2025 | |
| 002 | ORTHODONTIC ASSOCIATES OF COLLEGEVILLE, P.C. CASH BALANCE PENSION PLAN | CashBalance | $13K | 9 | 2024 |
Retirement plans