Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
THOMAS V. CARNAGGIO, D.M.D., M.S., P.A.
EIN 45-3135224Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
29
3055 S NC 127 HWY - HICKORY, NC 286028284828-294-1448
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 29 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
THOMAS V. CARNAGGIO, D.M.D., M.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMAS V. CARNAGGIO, D.M.D., M.S., P.A. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$883K
Participants12
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 | THOMAS V. CARNAGGIO, D.M.D., M.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $1.3M | 17 | 2024 | |
| 002 | THOMAS V. CARNAGGIO, D.M.D., M.S., P.A. CASH BALANCE PLAN AND TRUST | CashBalance | $883K | 12 | 2024 |
Retirement plans