Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
BRIAN C. VINSON, DMD, PLLC
EIN 45-2556971medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
23
657 WORTHINGTON RD, SUITE C - WINTERVILLE, NC 28590252-565-8985vinsondental.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 23 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
BRIAN C. VINSON, DMD, PLLC 401(K) PLAN
401k
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIAN C. VINSON, DMD, PLLC CASH BALANCE PLAN
CashBalance
Assets$609K
Participants8
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 | BRIAN C. VINSON, DMD, PLLC 401(K) PLAN | 401k | $1.1M | 15 | 2024 | |
| 002 | BRIAN C. VINSON, DMD, PLLC CASH BALANCE PLAN | CashBalance | $609K | 8 | 2024 |
Retirement plans