Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C.
EIN 35-1262940medical practiceLatest filing 2024
Plans
2
Retirement
2
$24.7M assets
Welfare
0
Participants
176
7030 POINTE INVERNESS WAY,, SUITE 100 - FORT WAYNE, IN 46804260-423-2340LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.7M assets / 176 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
ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$18.2M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C. CASH BALANCE PLAN
CashBalance
Assets$6.5M
Participants70
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 | ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C. EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $18.2M | 106 | 2024 | |
| 002 | ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.C. CASH BALANCE PLAN | CashBalance | $6.5M | 70 | 2024 |
Retirement plans