Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JERRY UDUEVBO, M.D., P.C.
EIN 26-3559347medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 23 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
JERRY UDUEVBO, M.D., P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JERRY UDUEVBO, M.D., P.C. 401K PROFIT SHARING PLAN
401k
Assets$577K
Participants15
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 | JERRY UDUEVBO, M.D., P.C. DEFINED BENEFIT PLAN | TraditionalDB | $2.9M | 8 | 2024 | |
| 002 | JERRY UDUEVBO, M.D., P.C. 401K PROFIT SHARING PLAN | 401k | $577K | 15 | 2024 |
Retirement plans