Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. DONALD W. BECK
EIN 25-1407310medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 5 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#002
DONALD W. BECK EFH PROTOTYPE PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DONALD W. BECK EFH PROTOTYPE MONEY PURCHASE PLAN
MoneyPurchase
Assets$696K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD W. BECK EFH PROTOTYPE PROFIT SHARING PLAN | ProfitSharing | $1.4M | 2 | 2024 | |
| 001 | DONALD W. BECK EFH PROTOTYPE MONEY PURCHASE PLAN | MoneyPurchase | $696K | 3 | 2024 |
Retirement plans