PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. N.E. ORAL & MAX. SURGERY CTR., P.A.
Sponsor portfolio

N.E. ORAL & MAX. SURGERY CTR., P.A.

EIN 57-1053533-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$4.6M assets
Welfare
0
Participants
76
9310 TWO NOTCH RD. - COLUMBIA, SC 29223803-787-5639
Plans on this EIN
3 filings
#001401k-$1.7M - 28 part#002401k-$1.5M - 32 part#003CashBalance-$1.4M - 16 part

Retirement portfolio analytics

3 plans aggregated / $4.6M assets / 76 participants

Assets by plan

Share of aggregate retirement assets

37%top
  • PROFIT SHARING PLAN (#001)37%
  • PLAN AND TRUST (#002)33%
  • CASH BALANCE PENSION (#003)30%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)32
  • PROFIT SHARING PLAN (#001)28
  • CASH BALANCE PENSION (#003)16
Total 76Click 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

N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN

401k

Assets$1.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN AND TRUST

401k

Assets$1.5M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

N.E. ORAL & MAX. SURGERY CTR., P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN401k$1.7M282025
002N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN AND TRUST401k$1.5M322024
003N.E. ORAL & MAX. SURGERY CTR., P.A. CASH BALANCE PENSION PLANCashBalance$1.4M162025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica