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Sponsor portfolio

TRIANGLE KIDNEY ASSOCIATES PLLC

EIN 45-3717196-medical practice-Latest filing 2024
Plans
2
Retirement
2
$865K assets
Welfare
0
Participants
5
301 KEISLER DRIVE - CARY, NC 27518919-802-3140LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$810K - 2 part#002ProfitSharing-$55K - 3 part

Retirement portfolio analytics

2 plans aggregated / $865K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFINED BENEFIT PLAN (#001)94%
  • PROFIT SHARING PLAN (#002)6%
Total $865KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • DEFINED BENEFIT PLAN (#001)2
Total 5Click 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#001

TRIANGLE KIDNEY ASSOCIATES PLLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$810K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRIANGLE KIDNEY ASSOCIATES PLLC PROFIT SHARING PLAN

ProfitSharing

Assets$55K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRIANGLE KIDNEY ASSOCIATES PLLC DEFINED BENEFIT PLANTraditionalDB$810K22024
002TRIANGLE KIDNEY ASSOCIATES PLLC PROFIT SHARING PLANProfitSharing$55K32024
Retirement plans
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