Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
HARRY MARSHAK, M.D., A PROF. CORP.
EIN 27-3110217medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
7
74075 EL PASEO DRIVE, SUITE D-2 - PALM DESERT, CA 92260760-341-2551drmarshak.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M 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#002
HARRY MARSHAK, M.D. A PROF. CORP. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HARRY MARSHAK, M.D., A PROF. CORP. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.3M
Participants5
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 | HARRY MARSHAK, M.D. A PROF. CORP. CASH BALANCE PLAN | CashBalance | $1.4M | 2 | 2024 | |
| 001 | HARRY MARSHAK, M.D., A PROF. CORP. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.3M | 5 | 2025 |
Retirement plans