Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UPPER WEST SIDE ORAL AND MAXILLOFACIAL SURGERY P.C.
EIN 85-1035928medical practiceLatest filing 2025
Plans
2
Retirement
2
$703K assets
Welfare
0
Participants
14
140 W 69TH ST, STE G1 - NEW YORK, NY 10023646-734-6742uwsoralsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $703K assets / 14 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
UPPER WEST SIDE ORAL AND MAXILLOFACIAL SURGERY P.C. CASH BALANCE PLAN
CashBalance
Assets$546K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UPPER WEST SIDE ORAL AND MAXILLOFACIAL SURGERY P.C. 401(K) PLAN
401k
Assets$157K
Participants8
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 | UPPER WEST SIDE ORAL AND MAXILLOFACIAL SURGERY P.C. CASH BALANCE PLAN | CashBalance | $546K | 6 | 2025 | |
| 001 | UPPER WEST SIDE ORAL AND MAXILLOFACIAL SURGERY P.C. 401(K) PLAN | 401k | $157K | 8 | 2025 |
Retirement plans