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  2. ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC.
Sponsor portfolio

ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC.

EIN 23-1955057-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
86
2100 NORTH BROAD STREET- SUITE 106 - LANSDALE, PA 19446215-368-8104
Plans on this EIN
2 filings
#002401k-$7.2M - 48 part#003CashBalance-$3.4M - 38 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#002)68%
  • CASH BALANCE PENSION (#003)32%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)48
  • CASH BALANCE PENSION (#003)38
Total 86Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.2M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$3.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$7.2M482024
003ORAL & MAXILLOFACIAL SURGICAL ASSOCIATES, INC. CASH BALANCE PENSION PLANCashBalance$3.4M382024
Retirement plans
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