Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.8M assets / 24 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 |
|---|---|---|---|---|---|
| #001 | MID-VALLEY ORAL, MAXILLOFACIAL & IMPLANT SURGERY 401(K) RETIREMENT PLAN | 401(k) | $2.6M | 13 | 2025 |
| #002 | MID-VALLEY ORAL, MAXILLOFACIAL & IMPLANT SURGERY, PC CASH BALANCE PLAN | Cash balance | $1.2M | 11 | 2025 |