Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UPSTATE ORAL SURGERY AND DENTAL IMPLANTS PLLC
EIN 83-3857965Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
24
22632 SUMMIT DRIVE SUITE B - WATERTOWN, NY 13601910-973-1753
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M 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#002
UPSTATE ORAL SURGERY AND DENTAL IMPLANTS PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$589K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UPSTATE ORAL SURGERY AND DENTAL IMPLANTS PLLC 401K PROFIT SHARING PLAN
401k
Assets$508K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UPSTATE ORAL SURGERY AND DENTAL IMPLANTS PLLC CASH BALANCE PENSION PLAN | CashBalance | $589K | 11 | 2024 | |
| 001 | UPSTATE ORAL SURGERY AND DENTAL IMPLANTS PLLC 401K PROFIT SHARING PLAN | 401k | $508K | 13 | 2024 |
Retirement plans