Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. MARK OLIVER, D.D.S., P.A.
EIN 56-2265250medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
34
2621 NEW WALKERTOWN RD. - WINSTON SALEM, NC 27101336-724-5054LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 34 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
J. MARK OLIVER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. MARK OLIVER, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants11
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 | J. MARK OLIVER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 23 | 2024 | |
| 002 | J. MARK OLIVER, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $1.2M | 11 | 2025 |
Retirement plans