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Sponsor portfolio

PLANTATION ORAL SURGERY, PLLC

EIN 83-2688874-medical practice-Latest filing 2024
Plans
3
Retirement
3
$4.0M assets
Welfare
0
Participants
78
201 NW 70TH AVE - PLANTATION, FL 33317954-792-5544LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#002TraditionalDB-$2.1M - 29 part#001401k-$1.6M - 29 part#003CashBalance-$285K - 20 part

Retirement portfolio analytics

3 plans aggregated / $4.0M assets / 78 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • DEFINED BENEFIT PLAN (#002)52%
  • PROFIT SHARING PLAN (#001)41%
  • CASH BALANCE PLAN (#003)7%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)29
  • PROFIT SHARING PLAN (#001)29
  • CASH BALANCE PLAN (#003)20
Total 78Click 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#002

PLANTATION ORAL SURGERY DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PLANTATION ORAL SURGERY PROFIT SHARING PLAN

401k

Assets$1.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PLANTATION ORAL SURGERY CASH BALANCE PLAN

CashBalance

Assets$285K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PLANTATION ORAL SURGERY DEFINED BENEFIT PLANTraditionalDB$2.1M292024
001PLANTATION ORAL SURGERY PROFIT SHARING PLAN401k$1.6M292024
003PLANTATION ORAL SURGERY CASH BALANCE PLANCashBalance$285K202024
Retirement plans
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