Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
FRANCIS J. CUSUMANO DDS, PA
EIN 20-2833486Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
61
2054 KILDAIRE FARM ROAD # 425 - CARY, NC 27518919-819-4288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 61 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#002
FRANCIS J. CUSUMANO DDS DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$2.8M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FRANCIS J. CUSUMANO DDS 401(K) PLAN AND TRUST
401k
Assets$1.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANCIS J. CUSUMANO DDS DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $2.8M | 16 | 2024 | |
| 001 | FRANCIS J. CUSUMANO DDS 401(K) PLAN AND TRUST | 401k | $1.3M | 45 | 2024 |
Retirement plans