Assets by plan
Share of aggregate retirement assets
77%top
Filings through .
Sponsor portfolio
Small and Piers, LLP
EIN 86-1188510Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
42
382 10TH AVE. DR. NE - HICKORY, NC 28601828-322-1250
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 42 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
SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMALL AND PIERS, LLP 401(K) PROFIT SHARING PLAN | 401(k) | $4.2M | 24 | 2025 | |
| 003 | SMALL & PIERS ORTHODONTICS CASH BALANCE PLAN & TRUST | Cash balance | $1.3M | 18 | 2025 |
Retirement plans