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Sponsor portfolio

TURNER-BURTON, D.D.S., P.A.

EIN 56-1251082-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
27
3619 LIBERTY ROAD - GREENSBORO, NC 274066104910-378-1401
Plans on this EIN
2 filings
#001401k-$3.1M - 15 part#002CashBalance-$277K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN AND TRUST (#001)92%
  • CASH BALANCE PENSION (#002)8%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)15
  • CASH BALANCE PENSION (#002)12
Total 27Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TURNER-BURTON, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TURNER-BURTON, D.D.S., P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$277K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TURNER-BURTON, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.1M152025
002TURNER-BURTON, D.D.S., P.A. CASH BALANCE PENSION PLANCashBalance$277K122025
Retirement plans
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