Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
J. PERRY DAVIS, D.M.D.
EIN 58-2273982Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
14
4469 COLUMBIA ROAD, SUITE F - MARTINEZ, GA 309074571706-868-7155
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 14 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. PERRY DAVIS, D.M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN
CashBalance
Assets$521
Participants12
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. PERRY DAVIS, D.M.D. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 2 | 2024 | |
| 002 | J. PERRY DAVIS, D.M.D. CASH BALANCE PLAN | CashBalance | $521 | 12 | 2025 |
Retirement plans