Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Central Wisconsin Oral and Facial Surgery, LLC
EIN 82-1908740Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$946K assets
Welfare
0
Participants
24
311 FINANCIAL WAY, SUITE 230 - WAUSAU, WI 54401715-610-9464
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $946K assets / 24 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#003
CENTRAL WISCONSIN ORAL AND FACIAL SURGERY CASH BALANCE PLAN
Cash balance
Assets$740K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CENTRAL WISCONSIN ORAL AND FACIAL SURGERY 401(K) PLAN
401(k)
Assets$206K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CENTRAL WISCONSIN ORAL AND FACIAL SURGERY CASH BALANCE PLAN | Cash balance | $740K | 8 | 2025 | |
| 001 | CENTRAL WISCONSIN ORAL AND FACIAL SURGERY 401(K) PLAN | 401(k) | $206K | 16 | 2025 |
Retirement plans