Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTHEW T. ERTL, DMD, PC
EIN 27-5370465Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
14
1978 HENDERSONVILLE ROAD, SUITE 30 - ASHEVILLE, NC 28803828-687-7271
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 14 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
LAURELWOOD FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAURELWOOD FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$611K
Participants6
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 | LAURELWOOD FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 8 | 2025 | |
| 002 | LAURELWOOD FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $611K | 6 | 2024 |
Retirement plans