Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C.
EIN 39-1131485Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
114
7007 OLD SAUK RD - MADISON, WI 53717608-819-8760
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 114 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
CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN
TraditionalDB
Assets$5.2M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. EMPLOYEES PROFIT SHARING PLAN
401k
Assets$428K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN | TraditionalDB | $5.2M | 74 | 2024 | |
| 001 | CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. EMPLOYEES PROFIT SHARING PLAN | 401k | $428K | 40 | 2024 |
Retirement plans