Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY A. GOECKNER, DDS, PLLC
EIN 47-4416463Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$465K assets
Welfare
0
Participants
11
130 POINT DRIVE NW - WILSON, NC 27896252-237-9999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $465K assets / 11 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
GOECKNER ORTHODONTICS CASH BALANCE PENSION PLAN
CashBalance
Assets$324K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GOECKNER ORTHODONTICS 401(K) PLAN
401k
Assets$141K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GOECKNER ORTHODONTICS CASH BALANCE PENSION PLAN | CashBalance | $324K | 5 | 2025 | |
| 001 | GOECKNER ORTHODONTICS 401(K) PLAN | 401k | $141K | 6 | 2024 |
Retirement plans