Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
SAN JUAN ORAL & FACIAL SURGERY, INC.
EIN 46-5325540medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
2990 E. PINON FRONTAGE RD., STE. 10 - FARMINGTON, NM 87402505-333-8635LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 14 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#001
SAN JUAN ORAL & FACIAL SURGERY RETIREMENT PLAN & TRUST
401k
Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAN JUAN ORAL & FACIAL SURGERY CASH BALANCE PLAN & TRUST
CashBalance
Assets$566K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAN JUAN ORAL & FACIAL SURGERY RETIREMENT PLAN & TRUST | 401k | $1.0M | 7 | 2024 | |
| 002 | SAN JUAN ORAL & FACIAL SURGERY CASH BALANCE PLAN & TRUST | CashBalance | $566K | 7 | 2024 |
Retirement plans