Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SZL ORAL SURGERY, P.C.
EIN 13-3579806medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
58
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 58 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
SZL ORAL SURGERY PC PROFIT SHARING PLAN
ProfitSharing
Assets$3.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SZL ORAL SURGERY, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants22
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 | SZL ORAL SURGERY PC PROFIT SHARING PLAN | ProfitSharing | $3.2M | 36 | 2025 | |
| 002 | SZL ORAL SURGERY, P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 22 | 2025 |
Retirement plans