Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASA GRANDE ORAL & MAXILLOFACIAL SURGERY, P.C.
EIN 20-8975956Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
1876 E SABIN DRIVE, SUITE 6 - CASA GRANDE, AZ 85122520-876-5227oralsurgerycasagrandeaz.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 20 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
CASA GRANDE ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN
401k
Assets$2.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN
CashBalance
Assets$337K
Participants6
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 | CASA GRANDE ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN | 401k | $2.1M | 14 | 2025 | |
| 002 | CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN | CashBalance | $337K | 6 | 2025 |
Retirement plans