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  2. DAVID G. OSER, D.D.S., INC.
Sponsor portfolio

DAVID G. OSER, D.D.S., INC.

EIN 85-2989501-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$786K assets
Welfare
0
Participants
14
1570 FISHINGER RD., STE.100 - COLUMBUS, OH 43221614-459-2000LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$394K - 6 part#001401k-$391K - 8 part

Retirement portfolio analytics

2 plans aggregated / $786K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN AND TRUST (#002)50%
  • PROFIT SHARING PLAN (#001)50%
Total $786KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • PLAN AND TRUST (#002)6
Total 14Click 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

DAVID G. OSER, D.D.S., INC. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$394K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID G. OSER, D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$391K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID G. OSER, D.D.S., INC. CASH BALANCE PLAN AND TRUSTCashBalance$394K62025
001DAVID G. OSER, D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN401k$391K82025
Retirement plans
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