Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA
EIN 56-2213740Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
26
14798 LAWYERS RD - MATTHEWS, NC 28104704-882-1113
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 26 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
M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA 401(K) PLAN
401k
Assets$3.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA CASH BALANCE PLAN
CashBalance
Assets$819K
Participants10
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 | M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA 401(K) PLAN | 401k | $3.1M | 16 | 2024 | |
| 004 | M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA CASH BALANCE PLAN | CashBalance | $819K | 10 | 2024 |
Retirement plans