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Sponsor portfolio

BRITT D. VINSON, D.D.S., M.S.D., P.A

EIN 56-2227617-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
30
920 STONE FALLS TRAIL - RALEIGH, NC 27614919-819-0442
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 13 part#003401k-$52K - 17 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CASH BALANCE PLAN (#002)98%
  • PROFIT SHARING PLAN (#003)2%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)17
  • CASH BALANCE PLAN (#002)13
Total 30Click 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#002

BRITT D. VINSON, DDS MSD PA CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BRITT D. VINSON, D.D.S., M.S.D., P.A 401(K) PROFIT SHARING PLAN

401k

Assets$52K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRITT D. VINSON, DDS MSD PA CASH BALANCE PLANCashBalance$2.5M132024
003BRITT D. VINSON, D.D.S., M.S.D., P.A 401(K) PROFIT SHARING PLAN401k$52K172025
Retirement plans
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