Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHELLE COPELAND, D.M.D., M.D., P.C.
EIN 13-3905539medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
16
1001 FIFTH AVENUE - NEW YORK, NY 10028212-452-2200drmichellecopeland.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 16 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
MICHELLE COPELAND, D.M.D., M.D., P.C. PROFIT SHARING PLAN
401k
Assets$2.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHELLE COPELAND, D.M.D., M.D., P.C. PENSION PLAN
TraditionalDB
Assets$2.7M
Participants10
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 | MICHELLE COPELAND, D.M.D., M.D., P.C. PROFIT SHARING PLAN | 401k | $2.8M | 6 | 2025 | |
| 001 | MICHELLE COPELAND, D.M.D., M.D., P.C. PENSION PLAN | TraditionalDB | $2.7M | 10 | 2024 |
Retirement plans