Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHANIE P. LINDSAY, DDS MS PA
EIN 41-2135974Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
58
1971 EASTCHESTER DRIVE - HIGH POINT, NC 27265336-885-5500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 58 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
STEPHANIE P. LINDSAY DDS 401(K) PLAN
401k
Assets$5.0M
Participants34
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STEPHANIE P. LINDSAY DDS CASH BALANCE PLAN
CashBalance
Assets$727K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPHANIE P. LINDSAY DDS 401(K) PLAN | 401k | $5.0M | 34 | 2025 | |
| 002 | STEPHANIE P. LINDSAY DDS CASH BALANCE PLAN | CashBalance | $727K | 24 | 2024 |
Retirement plans