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  2. MICHAEL C. FARMER, DMD, PA
Sponsor portfolio

MICHAEL C. FARMER, DMD, PA

EIN 35-2479880-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$915K assets
Welfare
0
Participants
23
1308 THE PLAZA, SUITE F - CHARLOTTE, NC 28205704-837-8480
Plans on this EIN
2 filings
#002CashBalance-$488K - 8 part#001401k-$428K - 15 part

Retirement portfolio analytics

2 plans aggregated / $915K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • 401 (K) PLAN (#001)47%
Total $915KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 (K) PLAN (#001)15
  • CASH BALANCE PLAN (#002)8
Total 23Click 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

MICHAEL C. FARMER, DMD, PA CASH BALANCE PLAN

CashBalance

Assets$488K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MICHAEL C. FARMER, DMD, PA 401 (K) PLAN

401k

Assets$428K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MICHAEL C. FARMER, DMD, PA CASH BALANCE PLANCashBalance$488K82025
001MICHAEL C. FARMER, DMD, PA 401 (K) PLAN401k$428K152025
Retirement plans
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