Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID D. OLSON, D.D.S., M.S., P.A.
EIN 55-0840436Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
18
10931 RAVEN RIDGE ROAD, SUITE 105 - RALEIGH, NC 27614919-845-8212
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 18 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
RALEIGH PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RALEIGH PEDIATRIC DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$360K
Participants7
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 | RALEIGH PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 11 | 2025 | |
| 002 | RALEIGH PEDIATRIC DENTISTRY CASH BALANCE PLAN | CashBalance | $360K | 7 | 2025 |
Retirement plans