Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
JOHN R. CARSON, D.D.S., P.C.
EIN 58-2667791Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 16 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
JOHN R. CARSON, D.D.S., P.C. RETIREMENT PLAN & TRUST
401k
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST
CashBalance
Assets$496K
Participants8
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 | JOHN R. CARSON, D.D.S., P.C. RETIREMENT PLAN & TRUST | 401k | $3.2M | 8 | 2025 | |
| 002 | JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST | CashBalance | $496K | 8 | 2024 |
Retirement plans