Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
NORTHERN KY ORAL AND MAXILLOFACIAL SURG AND ASSOC
EIN 61-1267485medical practiceLatest filing 2025
Plans
3
Retirement
2
$2.1M assets
Welfare
1
Participants
66
20 MEDICAL VILLAGE, SUITE 196 - EDGEWOOD, KY 41017859-630-7722oralsurgerynky.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 61 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#001
NORTHERN KENTUCKY ORAL-MAXILLOFACIAL 401(K) PS PLAN
401k
Assets$1.8M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NORTHERN KENTUCKY ORAL-MAXILLOFACIAL CASH BALANCE PLAN
CashBalance
Assets$310K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
NORTHERN KY ORAL AND MAXILLOFACIAL SURG AND ASSOC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHERN KENTUCKY ORAL-MAXILLOFACIAL 401(K) PS PLAN | 401k | $1.8M | 33 | 2024 | |
| 002 | NORTHERN KENTUCKY ORAL-MAXILLOFACIAL CASH BALANCE PLAN | CashBalance | $310K | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NORTHERN KY ORAL AND MAXILLOFACIAL SURG AND ASSOC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans