Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES A BLAKE MD
EIN 13-3499681medical practiceLatest filing 2024
Plans
2
Retirement
2
$39K assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39K assets / 8 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
JAMES A BLAKE MD PROFIT SHARING PLAN
ProfitSharing
Assets$23K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES A BLAKE MD MONEY PURCHASE PLAN
MoneyPurchase
Assets$16K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES A BLAKE MD PROFIT SHARING PLAN | ProfitSharing | $23K | 4 | 2024 | |
| 002 | JAMES A BLAKE MD MONEY PURCHASE PLAN | MoneyPurchase | $16K | 4 | 2024 |
Retirement plans