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  2. BURLINGTON ORAL & FACIAL SURGERY CENTER
Sponsor portfolio

BURLINGTON ORAL & FACIAL SURGERY CENTER

EIN 80-0895741-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
58
77 SOUTH BEDFORD STREET, SUITE 100 - BURLINGTON, MA 01803781-272-0800burloms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 37 part#002CashBalance-$2.4M - 21 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN & TRUST (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)37
  • CASH BALANCE PLAN (#002)21
Total 58Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BURLINGTON ORAL & FACIAL SURGERY CENTER 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BURLINGTON ORAL & FACIAL SURGERY CENTER CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURLINGTON ORAL & FACIAL SURGERY CENTER 401(K) PROFIT SHARING PLAN & TRUST401k$2.5M372024
002BURLINGTON ORAL & FACIAL SURGERY CENTER CASH BALANCE PLANCashBalance$2.4M212024
Retirement plans
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