Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW O. TERRY, P.C.
EIN 27-0043588Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$766K assets
Welfare
0
Participants
7
136 S. HASKELL AVE. - WILLCOX, AZ 85643520-384-6280
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $766K assets / 7 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
ANDREW O. TERRY, P.C. 401(K) PLAN
401k
Assets$393K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDREW O. TERRY P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$373K
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 | |
|---|---|---|---|---|---|---|
| 001 | ANDREW O. TERRY, P.C. 401(K) PLAN | 401k | $393K | 4 | 2025 | |
| 002 | ANDREW O. TERRY P.C. CASH BALANCE PENSION PLAN | CashBalance | $373K | 3 | 2025 |
Retirement plans