Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCLEAN SHEPERD, M.D., L.L.C.
EIN 30-0216169Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
44
912 OLD GEORGETOWN ROAD - MOUNT PLEASANT, SC 29464843-216-3530
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 44 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
MCLEAN SHEPERD, M. D. , L. L. C. 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MCLEAN SHEPERD, M. D. , L. L. C., CASH BALANCE PENSION PLAN
CashBalance
Assets$427K
Participants13
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 | MCLEAN SHEPERD, M. D. , L. L. C. 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 31 | 2024 | |
| 002 | MCLEAN SHEPERD, M. D. , L. L. C., CASH BALANCE PENSION PLAN | CashBalance | $427K | 13 | 2024 |
Retirement plans