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  2. TIMOTHY B. FAGAN, D.M.D., P.C.
Sponsor portfolio

TIMOTHY B. FAGAN, D.M.D., P.C.

EIN 20-0101227-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
13
7 LONGLEAF OFFICE PARK - MOULTRIE, GA 31768229-985-4674
Plans on this EIN
2 filings
#001401k-$2.9M - 8 part#002CashBalance-$2.8M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • RETIREMENT INCOME PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TIMOTHY B. FAGAN, D.M.D., P.C. RETIREMENT INCOME PLAN

401k

Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TIMOTHY B. FAGAN DMD, PC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TIMOTHY B. FAGAN, D.M.D., P.C. RETIREMENT INCOME PLAN401k$2.9M82025
002TIMOTHY B. FAGAN DMD, PC CASH BALANCE PLANCashBalance$2.8M52025
Retirement plans
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