Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
CHARLES H. SURLES, DDS, PA
EIN 87-2769929medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 18 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
CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants7
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 | CHARLES H. SURLES, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.2M | 11 | 2025 | |
| 002 | CHARLES H. SURLES, D.D.S. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 7 | 2025 |
Retirement plans