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  2. FINGER LAKES ORAL SURGERY, PLLC
Sponsor portfolio

FINGER LAKES ORAL SURGERY, PLLC

EIN 26-1318201-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
21
2377 N. TRIPHAMMER RD. - ITHACA, NY 14850607-266-8600fingerlakesoralsurgery.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$2.4M - 13 part#004CashBalance-$1.9M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#003)56%
  • CASH BALANCE PLAN (#004)44%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)13
  • CASH BALANCE PLAN (#004)8
Total 21Click 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#003

FINGER LAKES ORAL SURGERY PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FINGER LAKES ORAL SURGERY, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FINGER LAKES ORAL SURGERY PLLC 401(K) PROFIT SHARING PLAN & TRUST401k$2.4M132025
004FINGER LAKES ORAL SURGERY, PLLC CASH BALANCE PLANCashBalance$1.9M82025
Retirement plans
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