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Sponsor portfolio

BLAKE NELSON, DDS, PA

EIN 84-4332733-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$659K assets
Welfare
0
Participants
18
3066 TRENWEST DR. - WINSTON SALEM, NC 27103336-760-1277
Plans on this EIN
2 filings
#001401k-$380K - 10 part#002CashBalance-$279K - 8 part

Retirement portfolio analytics

2 plans aggregated / $659K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DDS PA 401(K) (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $659KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DDS PA 401(K) (#001)10
  • CASH BALANCE PLAN (#002)8
Total 18Click 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

BLAKE NELSON DDS PA 401(K) PLAN

401k

Assets$380K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BLAKE NELSON DDS PA CASH BALANCE PLAN

CashBalance

Assets$279K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BLAKE NELSON DDS PA 401(K) PLAN401k$380K102025
002BLAKE NELSON DDS PA CASH BALANCE PLANCashBalance$279K82025
Retirement plans
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