Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Travis Nesbitt, DMD, P.L.L.C. Dba Nesbitt Oral & Facial Surgery
EIN 87-2382779Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$377K assets
Welfare
0
Participants
14
548 WILLIAMSON ROAD, SUITE 1 - MOORESVILLE, NC 28117980-435-4600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $377K assets / 14 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
TRAVIS NESBITT, DMD, P.L.L.C. CASH BALANCE PLAN
Cash balance
Assets$313K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRAVIS NESBITT, DMD, P.L.L.C. 401(K) PLAN
401(k)
Assets$64K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRAVIS NESBITT, DMD, P.L.L.C. CASH BALANCE PLAN | Cash balance | $313K | 6 | 2025 | |
| 001 | TRAVIS NESBITT, DMD, P.L.L.C. 401(K) PLAN | 401(k) | $64K | 8 | 2025 |
Retirement plans