Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
FANTUZZO ORAL, MAXILLOFACIAL & DENTAL IMPLANT SURGERY PLLC
EIN 47-1583758medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
14
1815 S. CLINTON AVE., BLDG. 300 STE. 320 - ROCHESTER, NY 14618585-737-6973fantuzzooralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M 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
FANTUZZO ORAL SURGERY RETIREMENT PLAN & TRUST
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FANTUZZO ORAL SURGERY CASH BALANCE PLAN & TRUST
CashBalance
Assets$304K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FANTUZZO ORAL SURGERY RETIREMENT PLAN & TRUST | 401k | $2.6M | 7 | 2025 | |
| 002 | FANTUZZO ORAL SURGERY CASH BALANCE PLAN & TRUST | CashBalance | $304K | 7 | 2024 |
Retirement plans