Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HM ORAL SURGERY
EIN 81-2247850Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
19
2407 PLANTATION CENTER DRIVE, SUITE 102 - MATTHEWS, NC 28105704-246-6557hmoralsurgery.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 19 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
HM ORAL SURGERY CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HM ORAL SURGERY PLLC 401(K) PLAN
401k
Assets$592K
Participants12
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 | HM ORAL SURGERY CASH BALANCE PLAN | CashBalance | $1.3M | 7 | 2024 | |
| 001 | HM ORAL SURGERY PLLC 401(K) PLAN | 401k | $592K | 12 | 2024 |
Retirement plans