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Sponsor portfolio

CALVERT DERMATOLOGY LLC

EIN 20-8304317-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
16
125 STOAKLEY ROAD, SUITE 300 - PRINCE FREDERICK, MD 20678410-535-4561calvertdermatology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.7M - 11 part#002CashBalance-$1.5M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • AND TRUST VALUATION (#001)71%
  • PLAN AND TRUST (#002)29%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST VALUATION (#001)11
  • PLAN AND TRUST (#002)5
Total 16Click 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

CALVERT DERMATOLOGY LLC INCENTIVE SAVINGS PLAN AND TRUST VALUATION

401k

Assets$3.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CALVERT DERMATOLOGY LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CALVERT DERMATOLOGY LLC INCENTIVE SAVINGS PLAN AND TRUST VALUATION401k$3.7M112025
002CALVERT DERMATOLOGY LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.5M52025
Retirement plans
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