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Sponsor portfolio

WAKE EAR, NOSE AND THROAT SPECIALISTS, PLLC

EIN 27-1762321-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
19
115 PARKWAY OFFICE CT, SUITE 201 - CARY, NC 27518919-851-5636wakeent.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 11 part#001401k-$2.1M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#002)50%
  • WAKE ENT 401(K) (#001)50%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)11
  • WAKE ENT 401(K) (#001)8
Total 19Click 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

WAKE ENT CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WAKE ENT 401(K) PLAN

401k

Assets$2.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WAKE ENT CASH BALANCE PLANCashBalance$2.1M112024
001WAKE ENT 401(K) PLAN401k$2.1M82025
Retirement plans
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