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  2. MARK S. OBERNESSER, DDS, INC.
Sponsor portfolio

MARK S. OBERNESSER, DDS, INC.

EIN 34-1963119-medical devices-Latest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
11
484 SOUTH MILLER ROAD, SUITE 200 - FAIRLAWN, OH 44333330-867-3320LinkedIn1-10 employeesmedical devices
Plans on this EIN
2 filings
#002CashBalance-$3.9M - 5 part#001401k-$2.6M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • PLAN AND TRUST (#001)40%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

MARK S. OBERNESSER, DDS CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MARK S. OBERNESSER DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARK S. OBERNESSER, DDS CASH BALANCE PLANCashBalance$3.9M52025
001MARK S. OBERNESSER DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.6M62025
Retirement plans
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