Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL C. WOODS DMD MS PLLC
EIN 82-3536578Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
42
1601 DAVIE AVENUE - STATESVILLE, NC 28677704-750-9022
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 42 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
SIMPLY SOUTHERN SMILES 401(K) PLAN
401k
Assets$779K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMPLY SOUTHERN SMILES CASH BALANCE PLAN
CashBalance
Assets$650K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLY SOUTHERN SMILES 401(K) PLAN | 401k | $779K | 24 | 2024 | |
| 002 | SIMPLY SOUTHERN SMILES CASH BALANCE PLAN | CashBalance | $650K | 18 | 2024 |
Retirement plans