Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLESTON PERIODONTICS, P.A.
EIN 57-0535143health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
62
2090 CHARLIE HALL BLVD., SUITE 100 - CHARLESTON, SC 29414843-766-7131charlestonperiodontics.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 62 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
CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN
401k
Assets$4.0M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CHARLESTON PERIODONTICS, P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants29
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 | CHARLESTON PERIODONTICS, P.A. PROFIT SHARING PLAN | 401k | $4.0M | 33 | 2025 | |
| 004 | CHARLESTON PERIODONTICS, P.A. CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 29 | 2025 |
Retirement plans