Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANK AVASON, III, DMD, MS, PA
EIN 20-0659648medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
60
7476 WATERSIDE LOOP RD., STE 100 - DENVER, NC 28037704-820-9797LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 60 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
AVASON FAMILY DENTISTRY 401(K) PLAN
401k
Assets$2.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AVASON FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants25
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 | AVASON FAMILY DENTISTRY 401(K) PLAN | 401k | $2.4M | 35 | 2024 | |
| 002 | AVASON FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $1.3M | 25 | 2024 |
Retirement plans