Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WURTH ORAL, FACIAL, & COSMETIC SURGERY, PLLC
EIN 46-2976392medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 12 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
WURTH ORAL FACIAL & COSMETIC SURGERY CASH BALANCE PLAN
CashBalance
Assets$961K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WURTH ORAL, FACIAL, & COSMETIC SURGERY, PLLC 401K PROFIT SHARING PLAN
401k
Assets$407K
Participants6
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 | WURTH ORAL FACIAL & COSMETIC SURGERY CASH BALANCE PLAN | CashBalance | $961K | 6 | 2024 | |
| 001 | WURTH ORAL, FACIAL, & COSMETIC SURGERY, PLLC 401K PROFIT SHARING PLAN | 401k | $407K | 6 | 2024 |
Retirement plans