Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
UNIVERSITY ORAL & FACIAL SURGERY, P
EIN 63-0943121health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$14.8M assets
Welfare
0
Participants
96
651 HELEN KELLER BOULEVARD - TUSCALOOSA, AL 35404205-556-2323uofsdocs.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 96 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#004
UNIV. ORAL & FACIAL SURGERY, PC 401(K) PSP
401k
Assets$8.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNIVERSITY ORAL & FACIAL SURGERY, P.C. CASH BALANCE PLAN
CashBalance
Assets$5.9M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | UNIV. ORAL & FACIAL SURGERY, PC 401(K) PSP | 401k | $8.9M | 46 | 2025 | |
| 003 | UNIVERSITY ORAL & FACIAL SURGERY, P.C. CASH BALANCE PLAN | CashBalance | $5.9M | 50 | 2025 |
Retirement plans