Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
PAUL R. CALAT, D.M.D., P.C.
EIN 27-0836650Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
38
36 WEST 44TH STREET, SUITE 600 - NEW YORK, NY 10036212-696-2677
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 38 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#001
MID-MANHATTAN ORAL SURGERY, P.C. RETIREMENT PLAN & TRUST
401k
Assets$2.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MID-MANHATTAN ORAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$2.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MID-MANHATTAN ORAL SURGERY, P.C. RETIREMENT PLAN & TRUST | 401k | $2.2M | 21 | 2024 | |
| 002 | MID-MANHATTAN ORAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $2.1M | 17 | 2025 |
Retirement plans