Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISDOM ORAL SURGERY & IMPLANT CENTER, PLLC
EIN 47-2144458Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
27
22455 N. MILLER ROAD, SUITE 120 - SCOTTSDALE, AZ 85255480-253-2742
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 27 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
WISDOM ORAL SURGERY & IMPLANT CENTER, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WISDOM ORAL SURGERY & IMPLANT CENTER, PLLC 401(K) PLAN
401k
Assets$695K
Participants16
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 | WISDOM ORAL SURGERY & IMPLANT CENTER, PLLC CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2024 | |
| 001 | WISDOM ORAL SURGERY & IMPLANT CENTER, PLLC 401(K) PLAN | 401k | $695K | 16 | 2024 |
Retirement plans