Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. CHARLES J. PUGLISI, DMD, PC
EIN 26-1846976Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
7
1785 MERRICK AVENUE - MERRICK, NY 11566516-378-1551
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 7 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
DR CHARLES J. PUGLISI, DMD PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES J. PUGLISI, DMD, P.C. RETIREMENT PLAN
CashBalance
Assets$1.8M
Participants4
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 | DR CHARLES J. PUGLISI, DMD PC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 3 | 2025 | |
| 002 | CHARLES J. PUGLISI, DMD, P.C. RETIREMENT PLAN | CashBalance | $1.8M | 4 | 2025 |
Retirement plans