Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $23.0M assets / 159 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 |
|---|---|---|---|---|---|
| #003 | CENTRASOTA ORAL SURGEONS, P.A. PROFIT SHARING PLAN | 401(k) | $20.6M | 90 | 2025 |
| #005 | CENTRASOTA ORAL & MAXILLOFACIAL SURGEONS, P.A. CASH BALANCE PLAN | Cash balance | $2.4M | 69 | 2025 |