Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEAK ENDODONTICS
EIN 47-3118254medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
1600 OLIVE CHAPEL RD., #100 - APEX, NC 27502919-363-1419peakendonc.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 13 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#003
PEAK ENDODONTICS 401(K) PLAN
401k
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEAK ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$972K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PEAK ENDODONTICS 401(K) PLAN | 401k | $2.4M | 8 | 2025 | |
| 002 | PEAK ENDODONTICS CASH BALANCE PLAN | CashBalance | $972K | 5 | 2025 |
Retirement plans