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Sponsor portfolio

JC ORAL SURGERY, PLLC

EIN 82-1462112-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
301 WEST AVENUE, UNIT #4401 - AUSTIN, TX 78701973-214-2681
Plans on this EIN
2 filings
#001401k-$1.5M - 2 part#002CashBalance-$215K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • PLLC RETIREMENT PLAN (#002)13%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • PLLC RETIREMENT PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JC ORAL SURGERY, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JC ORAL SURGERY, PLLC RETIREMENT PLAN

CashBalance

Assets$215K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JC ORAL SURGERY, PLLC 401(K) PROFIT SHARING PLAN401k$1.5M22025
002JC ORAL SURGERY, PLLC RETIREMENT PLANCashBalance$215K22024
Retirement plans
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