Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
M. DAVID BEITLE, M.D., INC.
EIN 20-2059846mental health careLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
22
235 PLAIN STREET, SUITE 101A - PROVIDENCE, RI 02905401-274-1533beitle.comLinkedIn1-10 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 22 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
M. DAVID BEITLE, M. D. , INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
M. DAVID BEITLE, M. D. , INC. PENSION PLAN
CashBalance
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M. DAVID BEITLE, M. D. , INC. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 13 | 2024 | |
| 002 | M. DAVID BEITLE, M. D. , INC. PENSION PLAN | CashBalance | $2.3M | 9 | 2024 |
Retirement plans