Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEOFFREY G. HALLOCK, M.D.
EIN 23-2466085medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
11
1230 S CEDAR CREST BLVD SUITE - ALLENTOWN, PA 18103610-435-7555LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 11 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
GEOFFREY G. HALLOCK MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GEOFFREY G. HALLOCK PROFIT SHARING PLAN
ProfitSharing
Assets$673K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEOFFREY G. HALLOCK MONEY PURCHASE PENSION PLAN | MoneyPurchase | $1.5M | 7 | 2024 | |
| 002 | GEOFFREY G. HALLOCK PROFIT SHARING PLAN | ProfitSharing | $673K | 4 | 2024 |
Retirement plans