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Sponsor portfolio

ROBERT M. ADAMS, MD, PC

EIN 20-5460416-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
8
804 GULL POINT ROAD - WILMINGTON, NC 28405910-795-7301
Plans on this EIN
2 filings
#001401k-$3.7M - 4 part#002CashBalance-$724K - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • ADAMS 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADAMS 401(K) (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click 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

ADAMS 401(K) PLAN

401k

Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ROBERT M. ADAMS, MD, PC CASH BALANCE PLAN

CashBalance

Assets$724K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADAMS 401(K) PLAN401k$3.7M42025
002ROBERT M. ADAMS, MD, PC CASH BALANCE PLANCashBalance$724K42025
Retirement plans
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