Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CITRUS ORAL AND FACIAL SURGERY, P.A.
EIN 20-5898651Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 31 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
CITRUS ORAL AND FACIAL SURGERY, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CITRUS ORAL & FACIAL SURGERY, P.A. RETIREMENT SAVINGS PLAN
401k
Assets$876K
Participants20
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 | CITRUS ORAL AND FACIAL SURGERY, P.A. CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2024 | |
| 001 | CITRUS ORAL & FACIAL SURGERY, P.A. RETIREMENT SAVINGS PLAN | 401k | $876K | 20 | 2024 |
Retirement plans