Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAM J. BARD MD LLC
EIN 20-3977446medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
21
2150 BLACK ROCK TPKE. - FAIRFIELD, CT 06825203-384-2227bardmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 21 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
ADAM J. BARD MD LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN
CashBalance
Assets$2.6M
Participants8
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 | ADAM J. BARD MD LLC 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 13 | 2025 | |
| 002 | ADAM J. BARD MD LLC DEFINED BENEFIT PLAN | CashBalance | $2.6M | 8 | 2025 |
Retirement plans