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Sponsor portfolio

WESLEY D. POWELL, D.D.S., P.C.

EIN 58-2633130-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
14
2244 HENDERSON MILL ROAD NE, SUITE 300 - ATLANTA, GA 30345770-934-5900
Plans on this EIN
2 filings
#001401k-$2.0M - 10 part#002CashBalance-$395K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PC 401K PLAN (#001)83%
  • PLAN & TRUST (#002)17%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC 401K PLAN (#001)10
  • PLAN & TRUST (#002)4
Total 14Click 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#001

WESLEY D. POWELL, DDS, PC 401K PLAN

401k

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESLEY D. POWELL, D.D.S., P.C. CASH BALANCE PLAN & TRUST

CashBalance

Assets$395K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESLEY D. POWELL, DDS, PC 401K PLAN401k$2.0M102025
002WESLEY D. POWELL, D.D.S., P.C. CASH BALANCE PLAN & TRUSTCashBalance$395K42024
Retirement plans
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