Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
WINTER HAVEN ORAL SURGERY, P.A.
EIN 59-1971577medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
33
400 AVE. K SE SUITE 14A - WINTER HAVEN, FL 33880863-294-7648whomsimplants.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 33 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
WINTER HAVEN ORAL SURGERY, P.A. EMPLOYEES PROFIT SHARING PLAN & TRUST
401k
Assets$2.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WINTER HAVEN ORAL SURGERY, P.A. CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants15
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 | WINTER HAVEN ORAL SURGERY, P.A. EMPLOYEES PROFIT SHARING PLAN & TRUST | 401k | $2.9M | 18 | 2024 | |
| 003 | WINTER HAVEN ORAL SURGERY, P.A. CASH BALANCE PLAN | CashBalance | $2.6M | 15 | 2024 |
Retirement plans