Assets by plan
Share of aggregate retirement assets
Filings through .
Richard L. Dailey, DDS
EIN 15-1932044Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$466K assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
RICHARD L. DAILEY, DDS CASH BALANCE PLAN
Cash balance
Assets$425K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RICHARD L. DAILEY, DDS PROFIT SHARING PLAN
Profit-sharing
Assets$40K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RICHARD L. DAILEY, DDS CASH BALANCE PLAN | Cash balance | $425K | 8 | 2025 |
| #001 | RICHARD L. DAILEY, DDS PROFIT SHARING PLAN | Profit-sharing | $40K | 8 | 2025 |
- #002 · Cash balance · 20258
- #001 · Profit-sharing · 20258
Retirement plans