Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPE ATLANTIC ORAL & MAXILLOFACIAL SURGEONS, P.A.
EIN 22-2130174medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
40
101 STONE HARBOR BLVD - CAPE MAY CH, NJ 082102135609-465-4340LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 40 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
CAPE ATLANTIC ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$7.4M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAPE ATLANTIC ORAL & MAXILLOFACIAL SURGEONS, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants16
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 | CAPE ATLANTIC ORAL & MAXILLOFACIAL SURGEONS, P.A. 401(K) RETIREMENT SAVINGS PLAN | 401k | $7.4M | 24 | 2025 | |
| 003 | CAPE ATLANTIC ORAL & MAXILLOFACIAL SURGEONS, P.A. CASH BALANCE PLAN | CashBalance | $2.4M | 16 | 2025 |
Retirement plans