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  2. ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD.
Sponsor portfolioTH

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD.

EIN 41-1339202-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
54
1903 SOUTH SIXTH STREET, SUITE 4 - BRAINERD, MN 56401218-829-1728
Plans on this EIN
2 filings
#002401k-$6.9M - 27 part#003CashBalance-$2.6M - 27 part

Retirement portfolio analytics

2 plans aggregated / $9.5M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN & TRUST (#002)73%
  • CASH BALANCE PLAN (#003)27%
Total $9.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)27
  • CASH BALANCE PLAN (#003)27
Total 54Click 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#002

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST

401k

Assets$6.9M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST401k$6.9M272025
003ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, LTD. CASH BALANCE PLANCashBalance$2.6M272025
Retirement plans
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