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Sponsor portfolio

TARUN AGARWAL DDS PA

EIN 56-2204704-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
35
8304 CREEDMOOR RD - RALEIGH, NC 27613919-244-7645
Plans on this EIN
2 filings
#003TraditionalDB-$1.5M - 13 part#002401k-$688K - 22 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#003)69%
  • PROFIT SHARING PLAN (#002)31%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)22
  • DEFINED BENEFIT PLAN (#003)13
Total 35Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MENTAL DENTAL DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MENTAL DENTAL PROFIT SHARING PLAN

401k

Assets$688K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MENTAL DENTAL DEFINED BENEFIT PLANTraditionalDB$1.5M132024
002MENTAL DENTAL PROFIT SHARING PLAN401k$688K222024
Retirement plans
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