Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP
EIN 20-3354185Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
35
1000 NORTH LINCOLN, SUITE 2000 - OKLAHOMA CITY, OK 73104405-271-4955
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 35 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
PROFILES RETIREMENT PLAN & TRUST
ProfitSharing
Assets$4.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PROFILES DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.6M
Participants14
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 | PROFILES RETIREMENT PLAN & TRUST | ProfitSharing | $4.4M | 21 | 2025 | |
| 003 | PROFILES DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.6M | 14 | 2024 |
Retirement plans