Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
BOSSOLINA, DDS, PLLC
EIN 82-3132012medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
15
400 SOUTH TRYON ST., SUITE M3 - CHARLOTTE, NC 28285704-376-5950LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 15 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
BOSSOLINA RETIREMENT PLAN & TRUST
401k
Assets$896K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOSSOLINA DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$541K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOSSOLINA RETIREMENT PLAN & TRUST | 401k | $896K | 9 | 2024 | |
| 002 | BOSSOLINA DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $541K | 6 | 2024 |
Retirement plans