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Sponsor portfolio

BLUFF CITY ORAL SURGERY & ASSOCIATES, PLLC

EIN 87-3137046-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
29
780 RIDGE LAKE BLVD - MEMPHIS, TN 38120901-682-8431bluffcityoralsurgery.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$1.4M - 19 part#003CashBalance-$503K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • ORAL SURGERY 401(K) (#002)73%
  • CASH BALANCE PLAN (#003)27%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORAL SURGERY 401(K) (#002)19
  • CASH BALANCE PLAN (#003)10
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BLUFF CITY ORAL SURGERY 401(K) PLAN

401k

Assets$1.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BLUFF CITY ORAL SURGERY & ASSOCIATES, PLLC CASH BALANCE PLAN

CashBalance

Assets$503K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLUFF CITY ORAL SURGERY 401(K) PLAN401k$1.4M192025
003BLUFF CITY ORAL SURGERY & ASSOCIATES, PLLC CASH BALANCE PLANCashBalance$503K102025
Retirement plans
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