Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
GLASSICK ORTHODONTICS, P.C.
EIN 87-1710520Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
2202 N. BERKSHIRE RD., SUITE 101 - CHARLOTTESVILLE, VA 22901434-260-5741
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 26 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
GLASSICK ORTHODONTICS RETIREMENT PLAN & TRUST
401k
Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLASSICK ORTHODONTICS CASH BALANCE PLAN & TRUST
CashBalance
Assets$231K
Participants12
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 | GLASSICK ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $1.1M | 14 | 2024 | |
| 002 | GLASSICK ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $231K | 12 | 2024 |
Retirement plans