Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
JAMES R. CORCORAN, D.D.S., P.A.
EIN 27-1437674medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
49
91 AVIEMORE DR - PINEHURST, NC 283749797910-295-9950chdds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M 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
JAMES R. CORCORAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES R. CORCORAN, D.D.S., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants24
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 | JAMES R. CORCORAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 25 | 2024 | |
| 002 | JAMES R. CORCORAN, D.D.S., P.A. CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 24 | 2025 |
Retirement plans