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Sponsor portfolio

LOCUST FAMILY DENTISTRY

EIN 81-0766057-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
21
403 S CENTRAL AVE - LOCUST, NC 28097704-888-6247
Plans on this EIN
2 filings
#001401k-$1.2M - 12 part#002CashBalance-$223K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING 401(K) (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)12
  • CASH BALANCE PLAN (#002)9
Total 21Click 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

LOCUST FAMILY DENTISTRY GROUP PROFIT SHARING 401(K) PLAN

401k

Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOCUST FAMILY DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$223K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOCUST FAMILY DENTISTRY GROUP PROFIT SHARING 401(K) PLAN401k$1.2M122025
002LOCUST FAMILY DENTISTRY CASH BALANCE PLANCashBalance$223K92025
Retirement plans
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