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  2. COURTNEY R AMAN, DDS, MS, PLLC
Sponsor portfolio

COURTNEY R AMAN, DDS, MS, PLLC

EIN 82-1881050-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$870K assets
Welfare
0
Participants
9
1121 GREGORY DR - ROANOKE RAPIDS, NC 27870252-365-4234
Plans on this EIN
2 filings
#001401k-$541K - 5 part#002CashBalance-$329K - 4 part

Retirement portfolio analytics

2 plans aggregated / $870K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • 401(K) P/S PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $870KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

COURTNEY R AMAN, DDS, MS, PLLC 401(K) P/S PLAN

401k

Assets$541K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COURTNEY R AMAN, DDS, MS, PLLC CASH BALANCE PLAN

CashBalance

Assets$329K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COURTNEY R AMAN, DDS, MS, PLLC 401(K) P/S PLAN401k$541K52025
002COURTNEY R AMAN, DDS, MS, PLLC CASH BALANCE PLANCashBalance$329K42025
Retirement plans
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