Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP.
EIN 20-8643759medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
137
1004 SOUTH STATE STREET, SUITE 3 - DOVER, DE 19901302-674-4450firststateoms.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 137 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
FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$6.3M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants68
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 | FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. 401(K) PROFIT SHARING PLAN | 401k | $6.3M | 69 | 2024 | |
| 002 | FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. CASH BALANCE PLAN | CashBalance | $2.3M | 68 | 2024 |
Retirement plans