Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY AREA ORAL & FACIAL SURGERY
EIN 74-2976127medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
8
5402 HOLLY RD STE 302 BLDG 3 - CORPUS CHRISTI, TX 78411562-716-0550bayareaoralandfacialsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 8 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
BAY AREA ORAL & FACIAL SURGERY CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BAY AREA ORAL & FACIAL SURGERY 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants4
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 | BAY AREA ORAL & FACIAL SURGERY CASH BALANCE PLAN | CashBalance | $3.7M | 4 | 2025 | |
| 001 | BAY AREA ORAL & FACIAL SURGERY 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 4 | 2025 |
Retirement plans