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  2. ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC
Sponsor portfolio

ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC

EIN 47-2932168-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
19
1601 MEDICAL ARTS BLVD, #301 - ANDERSON, IN 46011765-298-4400
Plans on this EIN
2 filings
#001401k-$1.0M - 9 part#002TraditionalDB-$777K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • SURGERY, LLC 401(K) (#001)57%
  • CASH BALANCE PENSION (#002)43%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)10
  • SURGERY, LLC 401(K) (#001)9
Total 19Click 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#001

ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC 401(K) PLAN

401k

Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC CASH BALANCE PENSION PLAN

TraditionalDB

Assets$777K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC 401(K) PLAN401k$1.0M92025
002ANDERSON ORAL & MAXILLOFACIAL SURGERY, LLC CASH BALANCE PENSION PLANTraditionalDB$777K102025
Retirement plans
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