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  2. JAMES CW MOY MD
Sponsor portfolio

JAMES CW MOY MD

EIN 13-2936924-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
6
185 CANAL ST STE 205 - NEW YORK, NY 100134537347-715-0883
Plans on this EIN
2 filings
#001ProfitSharing-$5.5M - 3 part#002MoneyPurchase-$1.8M - 3 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • MOY-PROFIT SHARING PLAN (#001)76%
  • MOY-MONEY PURCHASE PLAN (#002)24%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MOY-PROFIT SHARING PLAN (#001)3
  • MOY-MONEY PURCHASE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JAMES CW MOY-PROFIT SHARING PLAN

ProfitSharing

Assets$5.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES CW MOY-MONEY PURCHASE PLAN

MoneyPurchase

Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES CW MOY-PROFIT SHARING PLANProfitSharing$5.5M32025
002JAMES CW MOY-MONEY PURCHASE PLANMoneyPurchase$1.8M32025
Retirement plans
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