Assets by plan
Share of aggregate retirement assets
81%top
Filings through .
Sponsor portfolio
Tri-County Oral-Facial Surgeons, P.C.
EIN 25-1217909Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
80
200 W. BEAVER AVE. SUITE 100 - STATE COLLEGE, PA 16801814-238-0587
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 80 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
TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS RETIREMENT PLAN & TRUST
401(k)
Assets$4.5M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.1M
Participants33
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 | TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS RETIREMENT PLAN & TRUST | 401(k) | $4.5M | 47 | 2024 | |
| 004 | TRI-COUNTY ORAL-FACIAL SURGEONS AND STATE COLLEGE ORTHODONTICS CASH BALANCE PLAN & TRUST | Cash balance | $1.1M | 33 | 2024 |
Retirement plans
Welfare plans