Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHIMIZU ORTHODONTICS
EIN 84-3772974Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
22
877 W. FREMONT AVENUE, SUITE G-1 - SUNNYVALE, CA 94087408-738-1314shimizuortho.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 22 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#002
SHIMIZU ORTHODONTICS 401(K) PLAN
401k
Assets$8.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHIMIZU ORTHODONTICS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHIMIZU ORTHODONTICS 401(K) PLAN | 401k | $8.1M | 12 | 2025 | |
| 003 | SHIMIZU ORTHODONTICS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 10 | 2025 |
Retirement plans