Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES D PAYET DDS PA
EIN 56-2167467health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
12
4601 PARK ROAD, SUITE 175 - CHARLOTTE, NC 28209704-364-7069smilesbypayet.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 12 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#002
CHARLES D PAYET DDS, PA CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES D PAYET DDS PA 401 K PROFIT SHARING PLAN TRUST
401k
Assets$1.3M
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 | |
|---|---|---|---|---|---|---|
| 002 | CHARLES D PAYET DDS, PA CASH BALANCE PLAN | CashBalance | $1.9M | 4 | 2025 | |
| 001 | CHARLES D PAYET DDS PA 401 K PROFIT SHARING PLAN TRUST | 401k | $1.3M | 8 | 2025 |
Retirement plans