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Sponsor portfolio

AFTON ENDODONTICS LLP

EIN 84-3875688-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
21
5345 VINING STREET, SUITE 201 - CONCORD, NC 28027704-787-4625
Plans on this EIN
2 filings
#002401k-$2.4M - 11 part#003CashBalance-$553K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • ENDODONTICS LLP 401(K) (#002)82%
  • CASH BALANCE PLAN (#003)18%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENDODONTICS LLP 401(K) (#002)11
  • CASH BALANCE PLAN (#003)10
Total 21Click 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#002

AFTON ENDODONTICS LLP 401(K) PLAN

401k

Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AFTON ENDODONTICS LLP CASH BALANCE PLAN

CashBalance

Assets$553K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AFTON ENDODONTICS LLP 401(K) PLAN401k$2.4M112024
003AFTON ENDODONTICS LLP CASH BALANCE PLANCashBalance$553K102025
Retirement plans
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