Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTAH ORTHOFACIAL SURGERY
EIN 87-0563448medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
9
4046 S HIGHLAND DR., STE 112 - SALT LAKE CITY, UT 84124801-273-5600LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 9 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
UTAH ORTHOFACIAL SURGERY 401(K) PLAN
401k
Assets$620K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTAH ORTHOFACIAL SURGERY DEFINED BENEFIT PLAN
TraditionalDB
Assets$419K
Participants1
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 | UTAH ORTHOFACIAL SURGERY 401(K) PLAN | 401k | $620K | 8 | 2024 | |
| 002 | UTAH ORTHOFACIAL SURGERY DEFINED BENEFIT PLAN | TraditionalDB | $419K | 1 | 2024 |
Retirement plans