Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONY BROOK ORAL AND FACIAL SURGERY
EIN 81-4518706medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
19
207 HALLOCK ROAD - SUITE 2 - STONY BROOK, NY 11790631-675-9601stonybrookoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
STONY BROOK ORAL AND FACIAL SURGERY CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STONY BROOK ORAL AND FACIAL SURGERY PROFIT SHARING PLAN
401k
Assets$625K
Participants9
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 | STONY BROOK ORAL AND FACIAL SURGERY CASH BALANCE PLAN | CashBalance | $1.5M | 10 | 2025 | |
| 001 | STONY BROOK ORAL AND FACIAL SURGERY PROFIT SHARING PLAN | 401k | $625K | 9 | 2024 |
Retirement plans