Ashby Orthodontics, Ltd Cash Balance Plan
Sponsored by Ashby Orthodontics, Ltd · EIN 540924264 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,928 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | — | 0 | ack 20250723120345NAL0001991283001 |
| 01/01/2024 | — | 7 | ack 20250723120038NAL0001857603001 |