Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
PAULA M STAPLETON DDS PLLC
EIN 45-2999212Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
31
8204 TRYON WOODS DR STE 102 - CARY, NC 27518919-851-6161
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 31 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#002
PAULA M STAPLETON DDS PLLC RETIREMENT PLAN
CashBalance
Assets$2.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PAULA M STAPLETON DDS PLLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$947K
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 | |
|---|---|---|---|---|---|---|
| 002 | PAULA M STAPLETON DDS PLLC RETIREMENT PLAN | CashBalance | $2.2M | 7 | 2024 | |
| 001 | PAULA M STAPLETON DDS PLLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $947K | 24 | 2024 |
Retirement plans