Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIERRA FOOTHILLS ORAL & MAXILLOFACIAL SURGERY GR
EIN 30-0593701medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
55
3130 PROFESSIONAL DRIVE, SUITE A - AUBURN, CA 95603916-984-7818LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 55 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#005
SIERRA FOOTHILLS ORAL & MAXILLOFACIAL SURGERY GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SIERRA FOOTHILLS ORAL & MAXILLOFACIAL SURGERY GROUP CASH BALANCE PLAN
CashBalance
Assets$947K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | SIERRA FOOTHILLS ORAL & MAXILLOFACIAL SURGERY GROUP 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 34 | 2024 | |
| 006 | SIERRA FOOTHILLS ORAL & MAXILLOFACIAL SURGERY GROUP CASH BALANCE PLAN | CashBalance | $947K | 21 | 2024 |
Retirement plans