Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN R. OSSI, DMD, MS, PA
EIN 59-3663895medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
18
11560 OLD ST. AUGUSTINE ROAD, #3 - JACKSONVILLE, FL 32258904-268-7557ossiorthodontics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 18 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
ALAN R. OSSI, DMD, MS, PA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALAN R. OSSI, DMD, MS PA 401(K) PLAN
401k
Assets$3.6M
Participants11
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 | ALAN R. OSSI, DMD, MS, PA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.6M | 7 | 2025 | |
| 001 | ALAN R. OSSI, DMD, MS PA 401(K) PLAN | 401k | $3.6M | 11 | 2025 |
Retirement plans