PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SCHNEIDER ORAL SURGERY, PLLC
Sponsor portfolio

SCHNEIDER ORAL SURGERY, PLLC

EIN 27-4357491-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
20
11030 N. TATUM BLVD., #F100 - PHOENIX, AZ 85028602-996-2225LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 5 part#001401k-$1.2M - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • SURGERY, PLLC PENSION (#002)68%
  • SURGERY, PLLC 401(K) (#001)32%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGERY, PLLC 401(K) (#001)15
  • SURGERY, PLLC PENSION (#002)5
Total 20Click 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#002

SCHNEIDER ORAL SURGERY, PLLC PENSION PLAN

CashBalance

Assets$2.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCHNEIDER ORAL SURGERY, PLLC 401(K) PLAN

401k

Assets$1.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCHNEIDER ORAL SURGERY, PLLC PENSION PLANCashBalance$2.5M52024
001SCHNEIDER ORAL SURGERY, PLLC 401(K) PLAN401k$1.2M152024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica