Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
BELMONT ORTHODONTICS, P.C.
EIN 95-4894121Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 25 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
BELMONT ORTHODONTICS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$3.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BELMONT ORTHODONTICS, P.C. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$3.2M
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 | BELMONT ORTHODONTICS, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ProfitSharing | $3.6M | 16 | 2024 | |
| 002 | BELMONT ORTHODONTICS, P.C. CASH BALANCE PLAN AND TRUST | CashBalance | $3.2M | 9 | 2024 |
Retirement plans