Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
EDGERTON, D.D.S., P.A.
EIN 56-1304007Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$942K assets
Welfare
0
Participants
21
1426 COMMONWEALTH DR SUITE A - WILMINGTON, NC 28403910-541-8734
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $942K assets / 21 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#004
EDGERTON D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$473K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EDGERTON & GLENN, DDS 401(K) PLAN
401k
Assets$470K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | EDGERTON D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $473K | 8 | 2025 | |
| 003 | EDGERTON & GLENN, DDS 401(K) PLAN | 401k | $470K | 13 | 2025 |
Retirement plans