Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
GRAND TRAVERSE ORAL SURGERY PC
EIN 38-2172355medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
94
12776 S WEST BAY SHORE DR - TRAVERSE CITY, MI 496845451231-346-3042gtoralsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 94 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#002
GRAND TRAVERSE ORAL SURGERY PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.0M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006
GRAND TRAVERSE ORAL SURGERY, PC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRAND TRAVERSE ORAL SURGERY PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.0M | 45 | 2025 | |
| 006 | GRAND TRAVERSE ORAL SURGERY, PC CASH BALANCE PLAN | CashBalance | $2.6M | 49 | 2025 |
Retirement plans