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  1. Companies/
  2. JEFFREY N. MAR M.D. INC
Sponsor portfolio

JEFFREY N. MAR M.D. INC

EIN 20-5708993-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
49
5406 WHITE BIRCH RUN - SPRING, TX 77386714-272-6282
Plans on this EIN
2 filings
#002CashBalance-$3.4M - 23 part#001401k-$3.2M - 26 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • M.D., INC. 401(K) (#001)49%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., INC. 401(K) (#001)26
  • CASH BALANCE PLAN (#002)23
Total 49Click 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#002

JEFFREY N. MAR M.D. INC CASH BALANCE PLAN

CashBalance

Assets$3.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JEFFREY N. MAR, M.D., INC. 401(K) PLAN

401k

Assets$3.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEFFREY N. MAR M.D. INC CASH BALANCE PLANCashBalance$3.4M232025
001JEFFREY N. MAR, M.D., INC. 401(K) PLAN401k$3.2M262025
Retirement plans
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