Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC
EIN 31-1173822medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
115
6641 NORTH HIGH ST. - WORTHINGTON, OH 43085614-885-3339nwofs.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 115 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
NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN
401k
Assets$3.7M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN
CashBalance
Assets$787K
Participants43
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 | NORTHWEST ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN | 401k | $3.7M | 72 | 2024 | |
| 003 | NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN | CashBalance | $787K | 43 | 2024 |
Retirement plans