Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JASON A. BANKS, DDS, PA
EIN 27-0936828Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
1745 A CITY CENTER BLVD. - ELIZABETH CITY, NC 27909252-331-2304
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 25 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
JASON A. BANKS, DDS, PA 401(K) PLAN
401k
Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JASON A. BANKS, DDS, PA CASH BALANCE PLAN
CashBalance
Assets$107K
Participants11
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 | JASON A. BANKS, DDS, PA 401(K) PLAN | 401k | $2.3M | 14 | 2025 | |
| 002 | JASON A. BANKS, DDS, PA CASH BALANCE PLAN | CashBalance | $107K | 11 | 2024 |
Retirement plans