Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHUANWEN SUN, DMD, PA
EIN 26-2455935Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
9
5322 NC HWY 55, STE. 104 - DURHAM, NC 27713919-237-2155
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 9 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#003
KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KITT CREEK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 2 | 2024 | |
| 002 | KITT CREEK FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 7 | 2024 |
Retirement plans