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Sponsor portfolio

DR. CRAIG OSER LLC

EIN 35-2372448-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
6
567 AZALEA LANE - BRIDGEVILLE, PA 15017215-828-7799LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 3 part#001401k-$625K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • OSER LLC 401(K) (#001)22%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • OSER LLC 401(K) (#001)3
Total 6Click 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

DR. CRAIG OSER LLC CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DR. CRAIG OSER LLC 401(K) PLAN

401k

Assets$625K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. CRAIG OSER LLC CASH BALANCE PLANCashBalance$2.2M32025
001DR. CRAIG OSER LLC 401(K) PLAN401k$625K32025
Retirement plans
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