Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
LUKE K. DALZELL, DDS, PLLC
EIN 47-3607769medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 10 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
RALEIGH ENDODONTICS CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RALEIGH ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$768K
Participants5
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 | RALEIGH ENDODONTICS CASH BALANCE PLAN | CashBalance | $1.1M | 5 | 2025 | |
| 001 | RALEIGH ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $768K | 5 | 2024 |
Retirement plans