Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHLEY MORGENSTERN, DDS, PLLC
EIN 82-4202429Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$794K assets
Welfare
0
Participants
10
26 KNOX WAY, SUITE 100 - CHAPEL HILL, NC 27516919-230-9700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $794K assets / 10 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
MORGENSTERN ORTHODONTICS CASH BALANCE PLAN
CashBalance
Assets$404K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MORGENSTERN ORTHODONTICS 401(K) PLAN
401k
Assets$389K
Participants6
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 | MORGENSTERN ORTHODONTICS CASH BALANCE PLAN | CashBalance | $404K | 4 | 2025 | |
| 001 | MORGENSTERN ORTHODONTICS 401(K) PLAN | 401k | $389K | 6 | 2025 |
Retirement plans