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Sponsor portfolio

SOUTHPOINT DENTISTRY

EIN 81-1815652-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
6104 FAYETTEVILLE RD. STE. 106 - DURHAM, NC 27713919-360-1898
Plans on this EIN
2 filings
#002CashBalance-$847K - 4 part#001401k-$400K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • SOUTHPOINT DENTISTRY 401(K) (#001)32%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHPOINT DENTISTRY 401(K) (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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#002

SOUTHPOINT DENTISTRY CASH BALANCE PLAN

CashBalance

Assets$847K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHPOINT DENTISTRY 401(K) PLAN

401k

Assets$400K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHPOINT DENTISTRY CASH BALANCE PLANCashBalance$847K42025
001SOUTHPOINT DENTISTRY 401(K) PLAN401k$400K82025
Retirement plans
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