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Sponsor portfolio

PETRUNICH ORAL & MAXILLOFACIAL SURGERY, P.A.

EIN 35-2169432-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
24
2444 PULASKI HIGHWAY, SUITE 100 - NEWARK, DE 19702302-836-3565LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.1M - 12 part#002CashBalance-$2.3M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)12
Total 24Click 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#001

RAYMOND W. PETRUNICH, D.D.S., ORAL SURGERY & DENTAL IMPLANTS, P.A., 401(K) PROFIT SHARING PLAN

401k

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETRUNICH ORAL & SURGERY & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RAYMOND W. PETRUNICH, D.D.S., ORAL SURGERY & DENTAL IMPLANTS, P.A., 401(K) PROFIT SHARING PLAN401k$3.1M122024
002PETRUNICH ORAL & SURGERY & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLANCashBalance$2.3M122024
Retirement plans
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