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  2. NORTHERN ORAL & MAXILLOFACIAL SURGEONS, P.A.
Sponsor portfolio

NORTHERN ORAL & MAXILLOFACIAL SURGEONS, P.A.

EIN 41-1625241-medical practice-Latest filing 2024
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
134
3617 ARROWHEAD ROAD - DULUTH, MN 55811218-722-8377northernoralsurgeons.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$10.7M - 72 part#003CashBalance-$3.9M - 62 part

Retirement portfolio analytics

2 plans aggregated / $14.6M assets / 134 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#001)73%
  • CASH BALANCE PLAN (#003)27%
Total $14.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)72
  • CASH BALANCE PLAN (#003)62
Total 134Click 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

NORTHERN ORAL & MAXILLOFACIAL SURGEONS 401(K) PROFIT SHARING PLAN

401k

Assets$10.7M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

NORTHERN ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN

CashBalance

Assets$3.9M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTHERN ORAL & MAXILLOFACIAL SURGEONS 401(K) PROFIT SHARING PLAN401k$10.7M722024
003NORTHERN ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLANCashBalance$3.9M622024
Retirement plans
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