Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
MARC C PURDY DDS PC
EIN 16-1495778Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
25
1018 ELLIS HOLLOW ROAD, SUITE A - ITHACA, NY 148502808607-272-2040
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 25 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
MARC C PURDY DDS PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARC C PURDY D D S P C CASH BALANCE PLAN
CashBalance
Assets$402K
Participants12
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 | MARC C PURDY DDS PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.1M | 13 | 2025 | |
| 003 | MARC C PURDY D D S P C CASH BALANCE PLAN | CashBalance | $402K | 12 | 2024 |
Retirement plans