Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C.
EIN 39-1193991medical practiceLatest filing 2025
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
86
5395 W MICHAELS DR - APPLETON, WI 54913920-739-1214omsfoxcities.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.3M assets / 86 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
ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. PROFIT SHARING PLAN
401k
Assets$13.8M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$5.5M
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 | |
|---|---|---|---|---|---|---|
| 002 | ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. PROFIT SHARING PLAN | 401k | $13.8M | 44 | 2025 | |
| 003 | ORAL & MAXILLOFACIAL SURGERY FOX CITIES, S.C. CASH BALANCE PENSION PLAN | CashBalance | $5.5M | 42 | 2024 |
Retirement plans