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Sponsor portfolio

DAVID D. SPECK MD

EIN 22-2684711-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
16
35 ARTERIAL W - AUBURN, NY 130212700315-253-8495
Plans on this EIN
2 filings
#001MoneyPurchase-$2.8M - 8 part#002ProfitSharing-$2.1M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • SPECK MD PENSION (#001)57%
  • PROFIT SHARING PLAN (#002)43%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECK MD PENSION (#001)8
  • PROFIT SHARING PLAN (#002)8
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

DAVID D. SPECK MD PENSION PLAN

MoneyPurchase

Assets$2.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID D. SPECK MD PROFIT SHARING PLAN

ProfitSharing

Assets$2.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID D. SPECK MD PENSION PLANMoneyPurchase$2.8M82025
002DAVID D. SPECK MD PROFIT SHARING PLANProfitSharing$2.1M82025
Retirement plans
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