Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKE OCONEE ORAL AND MAXILLOFACIAL SURGERY, P. C.
EIN 20-2244216medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 17 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#002
LAKE OCONEE ORAL AND MAXILLOFACIAL SURGERY, P. C. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAKE OCONEE ORAL AND MAXILLOFACIAL SURGERY, P. C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAKE OCONEE ORAL AND MAXILLOFACIAL SURGERY, P. C. CASH BALANCE PLAN | CashBalance | $1.7M | 8 | 2024 | |
| 001 | LAKE OCONEE ORAL AND MAXILLOFACIAL SURGERY, P. C. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 9 | 2025 |
Retirement plans