Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
JOSH C. RAY, DMD, PA
EIN 45-5336364medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
1074 ANDERSON DR. - LIBERTY, SC 29657864-288-5644southernsmilesfiveforks.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
JOSH C. RAY, DMD, PA 401(K) P/S PLAN
401k
Assets$777K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOSH C. RAY, DMD, PA CASH BALANCE PLAN
CashBalance
Assets$564K
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 | JOSH C. RAY, DMD, PA 401(K) P/S PLAN | 401k | $777K | 12 | 2024 | |
| 002 | JOSH C. RAY, DMD, PA CASH BALANCE PLAN | CashBalance | $564K | 8 | 2024 |
Retirement plans