Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEVERLY R. BROADWELL, D.D.S., P.L.L.C.
EIN 56-2155073Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
13
1521 TEETER FARM ROAD - MOORESVILLE, NC 28115704-425-7761
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 13 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
BEVERLY R. BROADWELL, D.D.S., P.L.L.C., 401K PROFIT SHARING PLAN
401k
Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEVERLY R. BROADWELL, D.D.S., P.L.L.C. PENSION PLAN
TraditionalDB
Assets$1.9M
Participants6
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 | BEVERLY R. BROADWELL, D.D.S., P.L.L.C., 401K PROFIT SHARING PLAN | 401k | $2.9M | 7 | 2024 | |
| 002 | BEVERLY R. BROADWELL, D.D.S., P.L.L.C. PENSION PLAN | TraditionalDB | $1.9M | 6 | 2024 |
Retirement plans