Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORAL SURGEONS, PC
EIN 42-1031591hospital & health careLatest filing 2025
Plans
2
Retirement
2
$22.4M assets
Welfare
0
Participants
108
7400 FLEUR DRIVE, SUITE 200 - DES MOINES, IA 50321515-287-7773oralsurgeonspc.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.4M assets / 108 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 SURGEONS, PC 401(K) PROFIT SHARING PLAN
401k
Assets$20.2M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ORAL SURGEONS, PC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants45
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 SURGEONS, PC 401(K) PROFIT SHARING PLAN | 401k | $20.2M | 63 | 2025 | |
| 003 | ORAL SURGEONS, PC CASH BALANCE PLAN | CashBalance | $2.2M | 45 | 2024 |
Retirement plans