Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
ESTATE OF CURTIS R CLAYMAN MD
EIN 04-2520236Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
383 WHEELER RD. - MARSTON MILLS, MA 02648508-420-0132
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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#004
FIDELITY INVESTMENTS PROFIT SHARING PLAN FOR CURTIS R CLAYMAN MD
ProfitSharing
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD
MoneyPurchase
Assets$705K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FIDELITY INVESTMENTS PROFIT SHARING PLAN FOR CURTIS R CLAYMAN MD | ProfitSharing | $1.4M | 2 | 2025 | |
| 003 | FIDELITY INVESTMENTS MONEY PURCHASE PLAN FOR CURTIS R CLAYMAN MD | MoneyPurchase | $705K | 2 | 2025 |
Retirement plans