PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAROLINA UROLOGY HEALTHCARE, PLLC
Sponsor portfolio

CAROLINA UROLOGY HEALTHCARE, PLLC

EIN 27-0689424-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
23
1021 BEAMAN ST - CLINTON, NC 28328919-619-5245LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$3.1M - 11 part#001401k-$2.6M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFINED BENEFIT PLAN (#002)54%
  • PLLC 401K PSP (#001)46%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K PSP (#001)12
  • DEFINED BENEFIT PLAN (#002)11
Total 23Click 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#002

CAROLINA UROLOGY HEALTHCARE, PLLC DEFINED BENEFIT PLAN

CashBalance

Assets$3.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAROLINA UROLOGY HEALTHCARE PLLC 401K PSP

401k

Assets$2.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA UROLOGY HEALTHCARE, PLLC DEFINED BENEFIT PLANCashBalance$3.1M112024
001CAROLINA UROLOGY HEALTHCARE PLLC 401K PSP401k$2.6M122024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica