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  2. NAPERVILLE ORAL SURGERY, LLC
Sponsor portfolio

NAPERVILLE ORAL SURGERY, LLC

EIN 46-3478641-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
24
605 S. WASHINGTON STREET - NAPERVILLE, IL 60540630-708-6637napervilleoralsurgery.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 11 part#001401k-$995K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#002)54%
  • SURGERY LLC 401(K) (#001)46%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGERY LLC 401(K) (#001)13
  • PLAN AND TRUST (#002)11
Total 24Click 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#002

NAPERVILLE ORAL SURGERY, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

NAPERVILLE ORAL SURGERY LLC 401(K) PLAN

401k

Assets$995K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NAPERVILLE ORAL SURGERY, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.2M112024
001NAPERVILLE ORAL SURGERY LLC 401(K) PLAN401k$995K132024
Retirement plans
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