Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILMINGTON ORAL SURGERY
EIN 20-5791936medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
22
1665 ALEX DRIVE - WILMINGTON, OH 45177937-382-8020wilmingtonoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 22 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
WILMINGTON ORAL SURGERY 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILMINGTON ORAL SURGERY LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants11
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 | WILMINGTON ORAL SURGERY 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 11 | 2024 | |
| 002 | WILMINGTON ORAL SURGERY LLC CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 11 | 2024 |
Retirement plans