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  2. OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION
Sponsor portfolio

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION

EIN 47-1394712-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
17
18250 ROSCOE BLVD. SUITE 220 - NORTHRIDGE, CA 91325805-379-9696drarnaout.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$4.0M - 8 part#001401k-$1.1M - 9 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PENSION (#002)79%
  • PROFIT SHARING PLAN (#001)21%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • DEFINED BENEFIT PENSION (#002)8
Total 17Click 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

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$4.0M82024
001OAKS SURGICAL SPECIALISTS, A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$1.1M92024
Retirement plans
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