Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERGREEN ORAL AND MAXILLOFACIAL SURGERY, LLC
EIN 81-3204224medical practiceLatest filing 2025
Plans
2
Retirement
2
$135K assets
Welfare
0
Participants
12
28000 MEADOW DR.,, UNIT 110 - EVERGREEN, CO 80439713-624-4269evergreenoms.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $135K assets / 12 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
EVERGREEN OMS, LLC CASH BALANCE PLAN
CashBalance
Assets$100K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EVERGREEN OMS SURGERY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$35K
Participants8
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 | EVERGREEN OMS, LLC CASH BALANCE PLAN | CashBalance | $100K | 4 | 2025 | |
| 001 | EVERGREEN OMS SURGERY, LLC 401(K) PROFIT SHARING PLAN | 401k | $35K | 8 | 2024 |
Retirement plans