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  2. TROY RICHEY, M. D. , PC (DBA WILLAMETTE VALLEY DERMATOLOGY)
Sponsor portfolio

TROY RICHEY, M. D. , PC (DBA WILLAMETTE VALLEY DERMATOLOGY)

EIN 20-0074650-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
3
360 S. GARDEN WAY, SUITE 230 - EUGENE, OR 97405541-747-6159
Plans on this EIN
2 filings
#001401k-$2.9M - 2 part#002CashBalance-$8K - 1 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • CASH BALANCE PLAN (#002)1
Total 3Click 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

TROY RICHEY, M.D. PROFIT SHARING PLAN

401k

Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TROY RICHEY, M. D. , PC CASH BALANCE PLAN

CashBalance

Assets$8K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TROY RICHEY, M.D. PROFIT SHARING PLAN401k$2.9M22024
002TROY RICHEY, M. D. , PC CASH BALANCE PLANCashBalance$8K12024
Retirement plans
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