Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
S. WARREN PHILLIPS, JR. DDS, MS
EIN 20-0457311Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
17
2606 NEW VILLAGE WAY - WILMINGTON, NC 28405910-392-5773
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 17 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#001
S. WARREN PHILLIPS, JR., DDS, MS, PA 401(K) PLAN
401k
Assets$2.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S. WARREN PHILLIPS, JR., DDS, MS, PA 401(K) PLAN | 401k | $2.6M | 12 | 2024 | |
| 002 | S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN | CashBalance | $1.1M | 5 | 2024 |
Retirement plans