Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD R. FORTNER, JR., D.M.D., P.A.
EIN 56-2004465medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
20
1834 JAKE ALEXANDER BLVD WEST, SUITE 504 - SALISBURY, NC 28147704-636-1848LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 20 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
DONALD R. FORTNER, JR., DMD, P.A. RETIREMENT PLAN
401k
Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.4M
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 | DONALD R. FORTNER, JR., DMD, P.A. RETIREMENT PLAN | 401k | $2.5M | 13 | 2024 | |
| 002 | DONALD R. FORTNER, JR., D.M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.4M | 7 | 2024 |
Retirement plans