Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY A. DITESHEIM, MD
EIN 56-2031715Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
20
9336 BLAKENEY CENTER DRIVE, SUITE 130 - CHARLOTTE, NC 28277704-542-8686
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M 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
JEFFREY A. DITESHEIM, MD 401(K) PLAN
401k
Assets$3.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants8
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 | JEFFREY A. DITESHEIM, MD 401(K) PLAN | 401k | $3.3M | 12 | 2025 | |
| 002 | JEFFREY A. DITESHEIM, MD CASH BALANCE PLAN | CashBalance | $2.5M | 8 | 2024 |
Retirement plans