Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARY JONES, D.M.D., P.A.
EIN 26-0371329Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
49
3011 BOONE TRAIL EXT - FAYETTEVILLE, NC 28304910-483-9216
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 49 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
GARY JONES, DMD, PA 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GARY JONES, D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$450K
Participants22
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 | GARY JONES, DMD, PA 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 27 | 2025 | |
| 002 | GARY JONES, D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $450K | 22 | 2025 |
Retirement plans