Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN W. TURNER, DMD, PLLC
EIN 46-1906119Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
32
319 CODDLE MARKET DRIVE NW STE. 130 - CONCORD, NC 28027704-793-1414
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 32 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
TURNER ORTHODONTICS 401(K) PLAN
401k
Assets$1.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TURNER ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$653K
Participants14
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 | TURNER ORTHODONTICS 401(K) PLAN | 401k | $1.7M | 18 | 2025 | |
| 002 | TURNER ORTHODONTICS CASH BALANCE PLAN | CashBalance | $653K | 14 | 2024 |
Retirement plans