Assets by plan
Share of aggregate retirement assets
Filings through .
Chatham Oral Surgery, P.C.
EIN 58-2543961medical practiceLatest filing 2025
Plans
3
Retirement
2
$9.8M assets
Health & Benefits
1
Participants
108
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $9.8M assets / 108 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHATHAM ORAL SURGERY, P.C. EMPLOYEES' PROFIT SHARING PLAN
401(k)
Assets$6.1M
Participants59
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHATHAM ORAL SURGERY, P.C. CASH BALANCE PENSION PLAN
Cash balance
Assets$3.7M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHATHAM ORAL SURGERY GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHATHAM ORAL SURGERY, P.C. EMPLOYEES' PROFIT SHARING PLAN | 401(k) | $6.1M | 59 | 2025 |
| #002 | CHATHAM ORAL SURGERY, P.C. CASH BALANCE PENSION PLAN | Cash balance | $3.7M | 49 | 2025 |
- #001 · 401(k) · 202559
- #002 · Cash balance · 202549
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHATHAM ORAL SURGERY GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
- #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans