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Sponsor portfolio

ZHENGYAN WANG DDS PA

EIN 46-3476445-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
18
5318 NC HIGHWAY 55, SUITE 202 - DURHAM, NC 27713919-827-1350
Plans on this EIN
2 filings
#001401k-$890K - 11 part#002CashBalance-$213K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN & TRUST (#001)81%
  • PLAN & TRUST (#002)19%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • PLAN & TRUST (#002)7
Total 18Click 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

RTP DENTISTRY RETIREMENT PLAN & TRUST

401k

Assets$890K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RTP DENTISTRY CASH BALANCE PLAN & TRUST

CashBalance

Assets$213K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RTP DENTISTRY RETIREMENT PLAN & TRUST401k$890K112025
002RTP DENTISTRY CASH BALANCE PLAN & TRUSTCashBalance$213K72024
Retirement plans
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