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Sponsor portfolio

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.A.

EIN 01-0368423-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
77
20 LONG CREEK DRIVE - SOUTH PORTLAND, ME 04106207-772-4063
Plans on this EIN
2 filings
#002401k-$9.2M - 46 part#003CashBalance-$3.2M - 31 part

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 77 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SURGERY 401(K) PSP (#002)74%
  • CASH BALANCE PLAN (#003)26%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGERY 401(K) PSP (#002)46
  • CASH BALANCE PLAN (#003)31
Total 77Click 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#002

ORAL & MAXILLOFACIAL SURGERY 401(K) PSP

401k

Assets$9.2M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN

CashBalance

Assets$3.2M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORAL & MAXILLOFACIAL SURGERY 401(K) PSP401k$9.2M462025
003ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLANCashBalance$3.2M312025
Retirement plans
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