Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$2.9M
Filings through .
2 plans aggregated / $9.6M assets / 47 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DR. DANIEL C. EBY RETIREMENT PLAN | 401(k) | $6.7M | 25 | 2025 |
| #002 | DANIEL C. EBY, DO, PC CASH BALANCE PENSION PLAN & TRUST | Cash balance | $2.9M | 22 | 2025 |