Plan directory · WA

South Sound Oral Surgery, Pllc — 401(k) plan profile

Olympia, WA · From the plan's most recent public Form 5500 filing (EIN 911693062).

$2.0M
Total plan assets
33
Participants
$60K
Avg. balance / participant

Plan details

Plan nameSouth Sound Oral Surgery, Pllc 401(K) Profit Sharing Plan & Tru
Plan sponsorSouth Sound Oral Surgery, Pllc
LocationOlympia, WA
Plan type401k
Recordkeeper (detected)Subscribers only
Advisor firm (detected)Subscribers only
TPA / administrator (detected)Subscribers only

Service providers named in the filing

This filing names 3 service providers. Provider names, the detected recordkeeper, advisor firm and TPA, this plan's Report Card, and where it ranks on switch likelihood are part of the subscription — $90/month after a 7-day trial, or $900/year. Published pricing, no demo required.

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Is this plan likely to switch providers this year?

The filing above tells you where this plan stood last year. The Change Predictor ranks every plan in the public Form 5500 corpus by the odds of a winnable provider change — trustee, custodian, recordkeeper or administrator — back-tested against the next year's filings — and watches live signals week by week. See where this plan ranks in your territory.

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Frequently asked questions

How large is the South Sound Oral Surgery, Pllc retirement plan?

Per its most recent public Form 5500 filing, the plan reports $2.0M in total assets across 33 participants. That is an average balance of roughly $60K per participant.

Who are the service providers on the South Sound Oral Surgery, Pllc plan?

The public filing names 3 service providers for this plan. Provider names, the detected recordkeeper, advisor firm and TPA, and where this plan ranks on switch likelihood are available to FiduciarySignal subscribers — $90 per month after a 7-day trial, or $900 per year.

Where does this data come from?

All facts on this page come from the plan's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Filings are published on a lag, so figures reflect the most recent filing year, not necessarily today.

Source: public U.S. Department of Labor EFAST2 Form 5500 filings. Provider detections are derived from filing text and may not reflect current relationships. Figures reflect the most recent filing year available, not necessarily today. FiduciarySignal is not affiliated with the DOL or any provider named above.