Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARREN ORAL & MAXILLOFACIAL SURGERY
EIN 27-3766258medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 48 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
WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN
401k
Assets$5.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PENSION PLAN
CashBalance
Assets$559K
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 | WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PROFIT SHARING PLAN | 401k | $5.3M | 31 | 2024 | |
| 003 | WARREN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LLC PENSION PLAN | CashBalance | $559K | 17 | 2025 |
Retirement plans