Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULIE MOL, DDS, MS, PA
EIN 65-1166866Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
19
101 GLADE STREET - CHAPEL HILL, NC 27516919-405-7111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 19 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
JULIE MOL, DDS, MS, PA PROFIT SHARING PLAN
401k
Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JULIE MOL, DDS, MS, PA CASH BALANCE PLAN
CashBalance
Assets$906K
Participants9
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 | JULIE MOL, DDS, MS, PA PROFIT SHARING PLAN | 401k | $2.7M | 10 | 2024 | |
| 002 | JULIE MOL, DDS, MS, PA CASH BALANCE PLAN | CashBalance | $906K | 9 | 2024 |
Retirement plans