Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREGORY P. THOMAS, DDS, MD, P.C.
EIN 87-0911804medical practiceLatest filing 2024
Plans
2
Retirement
2
$580K assets
Welfare
0
Participants
16
676 N SAINT CLAIR ST., STE 2280 - CHICAGO, IL 60611312-926-2929kroralsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $580K assets / 16 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 ORAL & MAXILLOFACIAL SURGERY, LTD CASH BALANCE PLAN
CashBalance
Assets$552K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHICAGO ORAL AND MAXILLOFACIAL SURGERY. LTD 401(K) PLAN
401k
Assets$29K
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 | |
|---|---|---|---|---|---|---|
| 001 | CHICAGO ORAL & MAXILLOFACIAL SURGERY, LTD CASH BALANCE PLAN | CashBalance | $552K | 8 | 2024 | |
| 002 | CHICAGO ORAL AND MAXILLOFACIAL SURGERY. LTD 401(K) PLAN | 401k | $29K | 8 | 2024 |
Retirement plans