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  2. BARLOW AND BENFIELD ORTHODONTICS, PLLC
Sponsor portfolio

BARLOW AND BENFIELD ORTHODONTICS, PLLC

EIN 92-3552188-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
48
105 N. GROVE ST. - MERRITT ISLAND, FL 329533441321-459-1313
Plans on this EIN
2 filings
#001401k-$4.2M - 25 part#002CashBalance-$2.0M - 23 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN AND TRUST (#001)68%
  • PLAN AND TRUST (#002)32%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)25
  • PLAN AND TRUST (#002)23
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARLOW AND BENFIELD ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k

Assets$4.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARLOW AND BENFIELD ORTHODONTICS, PLLC CASH BALANCE PLAN AND TRUST

CashBalance

Assets$2.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARLOW AND BENFIELD ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST401k$4.2M252025
002BARLOW AND BENFIELD ORTHODONTICS, PLLC CASH BALANCE PLAN AND TRUSTCashBalance$2.0M232025
Retirement plans
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