Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROLINAS FERTILITY INSTITUTE, P.A.
EIN 46-4238607hospital & health careLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
156
3821 FORESTGATE DRIVE - WINSTON-SALEM, NC 27103336-448-9100carolinasfertilityinstitute.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 156 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
CAROLINAS FERTILITY INSTITUTE, P.A. RETIREMENT TRUST
401k
Assets$5.1M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAROLINAS FERTILITY INSTITUTE, P.A. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants69
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 | CAROLINAS FERTILITY INSTITUTE, P.A. RETIREMENT TRUST | 401k | $5.1M | 87 | 2025 | |
| 002 | CAROLINAS FERTILITY INSTITUTE, P.A. CASH BALANCE PLAN | CashBalance | $3.0M | 69 | 2025 |
Retirement plans