Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD L. DAILEY, DDS
EIN 15-1932044Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$466K assets
Welfare
0
Participants
16
807 HERMITAGE RD - BURLINGTON, NC 27215336-513-0576
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $466K assets / 16 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
RICHARD L. DAILEY, DDS CASH BALANCE PLAN
CashBalance
Assets$425K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RICHARD L. DAILEY, DDS PROFIT SHARING PLAN
ProfitSharing
Assets$40K
Participants8
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 | RICHARD L. DAILEY, DDS CASH BALANCE PLAN | CashBalance | $425K | 8 | 2025 | |
| 001 | RICHARD L. DAILEY, DDS PROFIT SHARING PLAN | ProfitSharing | $40K | 8 | 2025 |
Retirement plans