Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$23.4M
Filings through .
2 plans aggregated / $25.7M assets / 113 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MADISON ORAL AND MAXILLOFACIAL SURGEONS, S.C. 401K PROFIT SHARING PLAN AND TRUST | 401(k) | $23.4M | 67 | 2025 |
| #003 | MADISON ORAL AND MAXILLOFACIAL SURGEONS CASH BALANCE PLAN | Cash balance | $2.3M | 46 | 2025 |