Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
KEITH JORGENSEN, M.D., P.A.
EIN 02-0404462Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
19
44 BIRCH STREET, SUITE 304 - DERRY, NH 03038603-432-8104
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 19 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#003
KEITH D. JORGENSEN, M. D. , P. A. PENSION PLAN
CashBalance
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEITH D. JORGENSEN, M.D., P.A. PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KEITH D. JORGENSEN, M. D. , P. A. PENSION PLAN | CashBalance | $1.8M | 5 | 2024 | |
| 002 | KEITH D. JORGENSEN, M.D., P.A. PROFIT SHARING PLAN | ProfitSharing | $1.6M | 14 | 2024 |
Retirement plans