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Sponsor portfolio

JOEL R. BANKS, O.D.

EIN 56-1380766-medical practice-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
6
5001 HOLLY LANE - MOREHEAD CITY, NC 28557252-247-7713LinkedIn1-10 employeesmedical practice
Plans on this EIN
1 filing
#001ProfitSharing-$2.5M - 6 part

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Retirement#001

JOEL R. BANKS, O.D. RETIREMENT PLAN

ProfitSharing

Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOEL R. BANKS, O.D. RETIREMENT PLANProfitSharing$2.5M62025
Retirement plans
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