Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
BARRY L. KAVANAUGH, JR., O.D.
EIN 56-2039372Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$446K assets
Welfare
0
Participants
8
P.O. BOX 839 - WEST END, NC 27376910-673-3937
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $446K assets / 8 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
BARRY L. KAVANAUGH, JR., O.D. - P.A. 401(K) PLAN
401k
Assets$339K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARRY L. KAVANAUGH, JR., O.D. CASH BALANCE PLAN
CashBalance
Assets$106K
Participants4
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 | BARRY L. KAVANAUGH, JR., O.D. - P.A. 401(K) PLAN | 401k | $339K | 4 | 2024 | |
| 002 | BARRY L. KAVANAUGH, JR., O.D. CASH BALANCE PLAN | CashBalance | $106K | 4 | 2024 |
Retirement plans