Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
ENGEL AND HABASHI, DDS, PLLC
EIN 87-1252331Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
46
9330 CENTER LAKE DR., SUITE 210 - CHARLOTTE, NC 28216704-395-5588
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 46 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#001
ENGEL INSTITUTE, INC 401(K) RETIREMENT PLAN
401k
Assets$1.5M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ENGEL AND HABASHI CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGEL INSTITUTE, INC 401(K) RETIREMENT PLAN | 401k | $1.5M | 35 | 2024 | |
| 002 | ENGEL AND HABASHI CASH BALANCE PLAN & TRUST | CashBalance | $1.1M | 11 | 2024 |
Retirement plans