Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $4.6M assets / 76 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN | 401(k) | $1.7M | 28 | 2025 |
| #002 | N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN AND TRUST | 401(k) | $1.5M | 32 | 2024 |
| #003 | N.E. ORAL & MAX. SURGERY CTR., P.A. CASH BALANCE PENSION PLAN | Cash balance | $1.4M | 16 | 2025 |