Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILWAUKEE ORAL SURGERY & IMPLANTS, LTD.
EIN 39-1182407Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
128
2323 NORTH MAYFAIR ROAD, SUITE 102 - MILWAUKEE, WI 53226414-257-1161
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 128 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#001
MILWAUKEE ORAL SURGERY & IMPLANTS, LTD. EMPLOYEES FLEX PROFIT SHARING PLAN
401k
Assets$4.3M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
MILWAUKEE ORAL SURGERY & IMPLANTS, LTD. SECOND CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILWAUKEE ORAL SURGERY & IMPLANTS, LTD. EMPLOYEES FLEX PROFIT SHARING PLAN | 401k | $4.3M | 86 | 2025 | |
| 006 | MILWAUKEE ORAL SURGERY & IMPLANTS, LTD. SECOND CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 42 | 2025 |
Retirement plans