Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APEX ORAL MAXILLOFACIAL SURGERY & IMPLANTOLOGY, LLP
EIN 20-3948453medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
97
39 SIMON STREET UNIT 11-13 - NASHUA, NH 03060603-883-4008apexomfs.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 97 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
APEX ORAL MAXILLOFACIAL SURGERY & IMPLANTOLOGY, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$8.5M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
APEX ORAL MAXILLOFACIAL SURGERY & IMPLANTOLOGY, LLP CASH BALANCE PLAN
CashBalance
Assets$315K
Participants34
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 | APEX ORAL MAXILLOFACIAL SURGERY & IMPLANTOLOGY, LLP 401(K) PROFIT SHARING PLAN | 401k | $8.5M | 63 | 2025 | |
| 003 | APEX ORAL MAXILLOFACIAL SURGERY & IMPLANTOLOGY, LLP CASH BALANCE PLAN | CashBalance | $315K | 34 | 2025 |
Retirement plans