Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DRS. RUSSELL, BERKEBILE & ASSOCIATES, INC.
EIN 34-1032366medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
40
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 40 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
DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN
ProfitSharing
Assets$7.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants16
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 | DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. EMPLOYEES' PROFIT SHARING PLAN | ProfitSharing | $7.7M | 24 | 2025 | |
| 003 | DRS. RUSSELL, BERKEBILE & ASSOCIATES INC. CASH BALANCE PLAN | CashBalance | $2.5M | 16 | 2024 |
Retirement plans