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  2. MADISON ORAL AND MAXILLOFACIAL SURGEONS, S.C.
Sponsor portfolio

MADISON ORAL AND MAXILLOFACIAL SURGEONS, S.C.

EIN 39-1154110-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$25.7M assets
Welfare
0
Participants
113
2921 LANDMARK PLACE, SUITE 100 - MADISON, WI 53713608-310-8358LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$23.4M - 67 part#003CashBalance-$2.3M - 46 part

Retirement portfolio analytics

2 plans aggregated / $25.7M assets / 113 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#001)91%
  • CASH BALANCE PLAN (#003)9%
Total $25.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)67
  • CASH BALANCE PLAN (#003)46
Total 113Click 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

MADISON ORAL AND MAXILLOFACIAL SURGEONS, S.C. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$23.4M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

MADISON ORAL AND MAXILLOFACIAL SURGEONS CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MADISON ORAL AND MAXILLOFACIAL SURGEONS, S.C. 401K PROFIT SHARING PLAN AND TRUST401k$23.4M672025
003MADISON ORAL AND MAXILLOFACIAL SURGEONS CASH BALANCE PLANCashBalance$2.3M462025
Retirement plans
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