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  2. JUSTIN RUSSO, DDS, PA
Sponsor portfolio

JUSTIN RUSSO, DDS, PA

EIN 82-4280502-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
20
3811 ED DRIVE, SUITE 120 - RALEIGH, NC 27612919-890-5147LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.1M - 10 part#002CashBalance-$527K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN & TRUST (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • CASH BALANCE PLAN (#002)10
Total 20Click 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

JUSTIN RUSSO, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JUSTIN RUSSO, DDS, PA CASH BALANCE PLAN

CashBalance

Assets$527K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JUSTIN RUSSO, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST401k$2.1M102025
002JUSTIN RUSSO, DDS, PA CASH BALANCE PLANCashBalance$527K102025
Retirement plans
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