Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AARON D. SMITH, M.D. P.C.
EIN 27-2399468Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 10 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
AARON D SMITH, M.D. P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AARON D SMITH, M.D. P.C. CASH BALANCE PLAN
CashBalance
Assets$1.0M
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 | AARON D SMITH, M.D. P.C. 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 6 | 2025 | |
| 002 | AARON D SMITH, M.D. P.C. CASH BALANCE PLAN | CashBalance | $1.0M | 4 | 2025 |
Retirement plans