Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
ORAL & FACIAL SURGERY, DRS. KRAMER & KOTERWAS, P.A.
EIN 52-0957793medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
16
13325 WISDOM WAY - HAGERSTOWN, MD 217427601301-791-1700oralfacialsurgery.netLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 16 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
ORAL & FACIAL SURG., DRS. KRAMER & KOTERWAS, P.A. 401K PSP
401k
Assets$10.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ORAL & FACIAL SURGERY, DRS. KRAMER & KOTERWAS, P.A. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$15K
Participants1
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 | ORAL & FACIAL SURG., DRS. KRAMER & KOTERWAS, P.A. 401K PSP | 401k | $10.7M | 15 | 2025 | |
| 003 | ORAL & FACIAL SURGERY, DRS. KRAMER & KOTERWAS, P.A. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $15K | 1 | 2024 |
Retirement plans
Welfare plans