Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
JOSEPH N. CATLETT, JR., DDS, PA
EIN 56-2037557medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
38
2500 VILLAGE DRIVE, SUITE 101 - FAYETTEVILLE, NC 283043811910-487-0807catlettdentistry.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 38 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
JOSEPH N. CATLETT, JR., DDS, PA 401(K) PLAN
401k
Assets$3.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH N. CATLETT, JR., DDS, PA CASH BALANCE PLAN
CashBalance
Assets$941K
Participants16
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 | JOSEPH N. CATLETT, JR., DDS, PA 401(K) PLAN | 401k | $3.9M | 22 | 2025 | |
| 002 | JOSEPH N. CATLETT, JR., DDS, PA CASH BALANCE PLAN | CashBalance | $941K | 16 | 2025 |
Retirement plans