Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARY E. THEODORE, M.D., PLLC
EIN 26-3096497medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
8
1315 SW CORBETT HILL CIRCLE - PORTLAND, OR 97219646-593-2134marytheodoremdpsychiatristportlandor.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 8 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
MARY E. THEODORE, M.D., PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARY E. THEODORE, MD, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$349K
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 | MARY E. THEODORE, M.D., PLLC DEFINED BENEFIT PLAN | TraditionalDB | $2.1M | 4 | 2024 | |
| 002 | MARY E. THEODORE, MD, PLLC 401(K) PROFIT SHARING PLAN | 401k | $349K | 4 | 2024 |
Retirement plans