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Sponsor portfolio

SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC

EIN 81-1113495-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
19
422 STUYVESANT AVENUE - LYNDHURST, NJ 07071917-445-7654sjoms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 6 part#001401k-$416K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • LLC INCENTIVE Savings (#001)26%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC INCENTIVE Savings (#001)13
  • CASH BALANCE PLAN (#002)6
Total 19Click 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#002

SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC INCENTIVE SAVINGS PLAN

401k

Assets$416K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC CASH BALANCE PLANCashBalance$1.2M62025
001SOUTH BERGEN ORAL MAXILLOFACIAL SURGERY LLC INCENTIVE SAVINGS PLAN401k$416K132025
Retirement plans
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