Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
ORTMAN & HOLCOMB, LLC
EIN 99-0834390Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
22
1530 KOSSUTH STREET - LAFAYETTE, IN 47905765-447-0322
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M 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#001
ORTMAN & HOLCOMB RETIREMENT PLAN & TRUST
401k
Assets$5.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$3.0M
Participants8
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 | ORTMAN & HOLCOMB RETIREMENT PLAN & TRUST | 401k | $5.6M | 14 | 2024 | |
| 002 | GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $3.0M | 8 | 2024 |
Retirement plans