Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP
EIN 82-3610294medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
46
804 KENYON RD, STE. 120 - FORT DODGE, IA 50501515-576-8727fortdodgeoralsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 46 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
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP 401(K) PLAN
401k
Assets$5.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORT DODGE ORAL AND MAXILLOFACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.0M
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 | |
|---|---|---|---|---|---|---|
| 001 | FORT DODGE ORAL AND MAXILLOFACIAL SURGERY, LLP 401(K) PLAN | 401k | $5.9M | 30 | 2025 | |
| 002 | FORT DODGE ORAL AND MAXILLOFACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.0M | 16 | 2024 |
Retirement plans