Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A PERSONAL CHOICE
EIN 46-2184431Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
21
3613 HAWORTH DRIVE - RALEIGH, NC 27609919-977-5050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 21 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
CHARLES W. MONTEITH, M.D., P.A. DBA A PERSONAL CHOICE CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
A PERSONAL CHOICE 401(K) RETIREMENT PLAN
401k
Assets$1.7M
Participants11
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 | CHARLES W. MONTEITH, M.D., P.A. DBA A PERSONAL CHOICE CASH BALANCE PLAN | CashBalance | $1.7M | 10 | 2024 | |
| 001 | A PERSONAL CHOICE 401(K) RETIREMENT PLAN | 401k | $1.7M | 11 | 2025 |
Retirement plans