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Sponsor portfolio

SANDIA ORAL SURGERY AND DENTAL IMPLANT CENTER, PC

EIN 26-3641371-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
26
7009 MONTGOMERY BOULEVARD, NE - ALBUQUERQUE, NM 87109505-291-9600sandiaoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.0M - 14 part#002CashBalance-$859K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN & TRUST (#001)70%
  • DEFINED BENEFIT PLAN (#002)30%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)14
  • DEFINED BENEFIT PLAN (#002)12
Total 26Click 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#001

SANDIA ORAL SURGERY AND DENTAL IMPLANT CENTER, PC RETIREMENT PLAN & TRUST

401k

Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SANDIA ORAL SURGERY AND DENTAL IMPLANT CENTER, PC CASH BALANCE DEFINED BENEFIT PLAN

CashBalance

Assets$859K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SANDIA ORAL SURGERY AND DENTAL IMPLANT CENTER, PC RETIREMENT PLAN & TRUST401k$2.0M142024
002SANDIA ORAL SURGERY AND DENTAL IMPLANT CENTER, PC CASH BALANCE DEFINED BENEFIT PLANCashBalance$859K122024
Retirement plans
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