Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARY E. MCCORD, D.D.S., P.A.
EIN 56-2226520Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
48
PO BOX 1024 - BELMONT, NC 28012704-825-5111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 48 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#003
GARY E. MCCORD, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GARY E. MCCORD, D.D.S., P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GARY E. MCCORD, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $3.2M | 20 | 2025 | |
| 002 | GARY E. MCCORD, D.D.S., P.A. PROFIT SHARING PLAN | ProfitSharing | $2.4M | 28 | 2025 |
Retirement plans