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Sponsor portfolio

WILLIAM V. GIERIE, D.D.S., M.S., P.A.

EIN 20-0547067-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
40
1016 TURNBERRY PLACE - WILMINGTON, NC 28405910-256-8590LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 14 part#001401k-$2.5M - 26 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • SAFE HARBOR 401(K) (#001)48%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR 401(K) (#001)26
  • CASH BALANCE PLAN (#002)14
Total 40Click 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#002

HCLO CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HCLO SAFE HARBOR 401(K)

401k

Assets$2.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HCLO CASH BALANCE PLANCashBalance$2.6M142025
001HCLO SAFE HARBOR 401(K)401k$2.5M262024
Retirement plans
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