Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
CHICAGO OCULOFACIAL PLASTIC SURGERY
EIN 86-3462304medical practiceLatest filing 2025
Plans
2
Retirement
2
$740K assets
Welfare
0
Participants
15
2001 N HALSTED ST. STE 200 - CHICAGO, IL 60614312-888-5754drphelps.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $740K assets / 15 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
CHICAGO OCULOFACIAL PLASTIC SURGERY 401(K) PROFIT SHARING PLAN
401k
Assets$450K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHICAGO OCULOFACIAL PLASTIC SURGERY CASH BALANCE PLAN AND TRUST
CashBalance
Assets$290K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHICAGO OCULOFACIAL PLASTIC SURGERY 401(K) PROFIT SHARING PLAN | 401k | $450K | 9 | 2025 | |
| 002 | CHICAGO OCULOFACIAL PLASTIC SURGERY CASH BALANCE PLAN AND TRUST | CashBalance | $290K | 6 | 2025 |
Retirement plans