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  2. BROCKTON ORAL AND MAXILLOFACIAL
Sponsor portfolio

BROCKTON ORAL AND MAXILLOFACIAL

EIN 04-2502269-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
3
$1.0M assets
Welfare
0
Participants
12
1351 MAIN ST STE 3 - BROCKTON, MA 023017153508-587-2000brocktonoralsurgery.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#003CashBalance-$541K - 6 part#001401k-$459K - 0 part#002401k-$33K - 6 part

Retirement portfolio analytics

3 plans aggregated / $1.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#003)52%
  • ORAL SURGERY 401(K) (#001)44%
  • SURGERY, INC. 401(K) (#002)3%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)6
  • SURGERY, INC. 401(K) (#002)6
Total 12Click 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#003

BROCKTON ORAL AND MAXILLOFACIAL SURGERY, INC. CASH BALANCE PLAN

CashBalance

Assets$541K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BROCKTON ORAL SURGERY 401(K) PLAN

401k

Assets$459K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BROCKTON ORAL AND MAXILLOFACIAL SURGERY, INC. 401(K) PLAN

401k

Assets$33K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003BROCKTON ORAL AND MAXILLOFACIAL SURGERY, INC. CASH BALANCE PLANCashBalance$541K62024
001BROCKTON ORAL SURGERY 401(K) PLAN401k$459K02024
002BROCKTON ORAL AND MAXILLOFACIAL SURGERY, INC. 401(K) PLAN401k$33K62024
Retirement plans
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