Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Palm Beach Oral and Maxillofacial Surgery, Inc
EIN 99-1953170Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$318K assets
Welfare
0
Participants
13
1411 N FLAGLER DR - WEST PALM BEACH, FL 33401561-833-6880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $318K assets / 13 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#002
PALM BEACH ORAL AND MAXILLOFACIAL SURGERY, INC CASH BALANCE PENSION PLAN
Cash balance
Assets$243K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALM BEACH ORAL AND MAXILLOFACIAL SURGERY, INC 401(K) PLAN
401(k)
Assets$75K
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 | |
|---|---|---|---|---|---|---|
| 002 | PALM BEACH ORAL AND MAXILLOFACIAL SURGERY, INC CASH BALANCE PENSION PLAN | Cash balance | $243K | 6 | 2025 | |
| 001 | PALM BEACH ORAL AND MAXILLOFACIAL SURGERY, INC 401(K) PLAN | 401(k) | $75K | 7 | 2025 |
Retirement plans