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  2. RANKIN & FIUME ORTHODONTICS, LLP
Sponsor portfolio

RANKIN & FIUME ORTHODONTICS, LLP

EIN 81-4759760-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
46
608 MCCARTHY BLVD. - NEW BERN, NC 28562252-636-1900LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$5.1M - 28 part#002CashBalance-$630K - 18 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • CASH BALANCE PLAN (#002)11%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)28
  • CASH BALANCE PLAN (#002)18
Total 46Click 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

RANKIN & FIUME ORTHODONTICS PROFIT SHARING PLAN

401k

Assets$5.1M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RANKIN & FIUME ORTHODONTICS, LLP CASH BALANCE PLAN

CashBalance

Assets$630K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RANKIN & FIUME ORTHODONTICS PROFIT SHARING PLAN401k$5.1M282024
002RANKIN & FIUME ORTHODONTICS, LLP CASH BALANCE PLANCashBalance$630K182024
Retirement plans
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