Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PINNACLE ORAL SURGERY SPECIALIST, PLLC
EIN 88-1664661Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
54
3014 RIDGE ROAD - ROCKWALL, TX 75032469-698-9800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 54 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
PINNACLE ORAL SURGERY SPECIALIST, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PINNACLE ORAL SURGERY SPECIALIST, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants28
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 | PINNACLE ORAL SURGERY SPECIALIST, PLLC 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 26 | 2025 | |
| 002 | PINNACLE ORAL SURGERY SPECIALIST, PLLC CASH BALANCE PLAN | CashBalance | $1.7M | 28 | 2025 |
Retirement plans