Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC.
EIN 99-0209760medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
46
1580 MAKALOA STREET, SUITE 725 - HONOLULU, HI 96814808-973-3747oms-hawaii.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 46 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#004
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC.,CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$4.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC.,CASH BALANCE RETIREMENT PLAN | CashBalance | $4.7M | 22 | 2024 | |
| 003 | ORAL AND MAXILLOFACIAL SURGERY ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $3.5M | 24 | 2024 |
Retirement plans