Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
BAUERLE SYNDERGAARD WILCOX PERIODONTICS & ORAL SURGERY PLLC
EIN 81-2946915Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
46
1675 VISTA LANE - CARSON CITY, NV 89703775-882-3033
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 46 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#001
CARSON PERIODONTICS AND ORAL SURGERY RETIREMENT PLAN & TRUST
401k
Assets$2.5M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CARSON PERIODONTICS AND ORAL SURGERY CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARSON PERIODONTICS AND ORAL SURGERY RETIREMENT PLAN & TRUST | 401k | $2.5M | 26 | 2024 | |
| 002 | CARSON PERIODONTICS AND ORAL SURGERY CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 20 | 2024 |
Retirement plans