Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC.
EIN 82-0647064Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
16
7232 PEARL ROAD - MIDDLEBURG HEIGHTS, OH 44130440-845-0555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 16 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
WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN
401k
Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN | 401k | $2.7M | 11 | 2025 | |
| 002 | WESTERN RESERVE ORAL & MAXILLOFACIAL SURGERY, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 5 | 2024 |
Retirement plans