Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
WALTER GENTRY MARTIN, DDS, PLLC
EIN 82-3672431Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$100K assets
Welfare
0
Participants
7
2225 E W.T. HARRIS BLVD, SUITE 100 - CHARLOTTE, NC 28213704-494-4050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $100K assets / 7 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#002
WALTER GENTRY MARTIN, DDS, PLLC CASH BALANCE PLAN
CashBalance
Assets$76K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WALTER GENTRY MARTIN, DDS, PLLC 401(K) PLAN
401k
Assets$25K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALTER GENTRY MARTIN, DDS, PLLC CASH BALANCE PLAN | CashBalance | $76K | 3 | 2024 | |
| 001 | WALTER GENTRY MARTIN, DDS, PLLC 401(K) PLAN | 401k | $25K | 4 | 2024 |
Retirement plans