Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES FERZLI, D.D.S., P.A.
EIN 56-2196587health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
27
1150 NW MAYNARD RD., SUITE 120 - CARY, NC 27513919-462-3350LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 27 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
CHARLES FERZLI, D.D.S. P.A. 401(K) PLAN
401k
Assets$1.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES FERZLI, D.D.S., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$881K
Participants7
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 | CHARLES FERZLI, D.D.S. P.A. 401(K) PLAN | 401k | $1.4M | 20 | 2025 | |
| 002 | CHARLES FERZLI, D.D.S., P.A. CASH BALANCE PENSION PLAN | CashBalance | $881K | 7 | 2025 |
Retirement plans