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  2. COASTAL EMPIRE PERIODONTICS, LLC
Sponsor portfolio

COASTAL EMPIRE PERIODONTICS, LLC

EIN 27-2766215-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$805K assets
Welfare
0
Participants
12
10055 FORD AVENUE, SUITE 3C - RICHMOND HILL, GA 31324912-445-5311
Plans on this EIN
2 filings
#002CashBalance-$627K - 5 part#001401k-$178K - 7 part

Retirement portfolio analytics

2 plans aggregated / $805K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PENSION (#002)78%
  • PERIODONTICS, LLC 401(K) (#001)22%
Total $805KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PERIODONTICS, LLC 401(K) (#001)7
  • CASH BALANCE PENSION (#002)5
Total 12Click 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

COASTAL EMPIRE PERIODONTICS, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$627K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

COASTAL EMPIRE PERIODONTICS, LLC 401(K) PLAN

401k

Assets$178K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COASTAL EMPIRE PERIODONTICS, LLC CASH BALANCE PENSION PLANCashBalance$627K52024
001COASTAL EMPIRE PERIODONTICS, LLC 401(K) PLAN401k$178K72024
Retirement plans
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