Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SA ORAL SURGEONS, PLLC
EIN 85-3682097Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
46
8611 HILLCREST ROAD,, SUITE 235 - DALLAS, TX 75225214-888-3234
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
STEWART & ARANGO ORAL SURGERY PLLC 401(K) PLAN
401k
Assets$1.4M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SA ORAL SURGEONS, PLLC CASH BALANCE PLAN
TraditionalDB
Assets$808K
Participants19
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 | STEWART & ARANGO ORAL SURGERY PLLC 401(K) PLAN | 401k | $1.4M | 27 | 2025 | |
| 002 | SA ORAL SURGEONS, PLLC CASH BALANCE PLAN | TraditionalDB | $808K | 19 | 2025 |
Retirement plans