Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID GRISCHKAN MD INC
EIN 34-1309677Latest filing 2025
Plans
3
Retirement
2
$2.5M assets
Welfare
1
Participants
9
24025 COMMERCE PARK, UNIT 1 - BEACHWOOD, OH 44122216-832-5637
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 6 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#003
DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN
401k
Assets$244K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAVID GRISCHKAN MD INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVID GRISCHKAN, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 002 | DAVID GRISCHKAN, M.D., INC. 401(K) RETIREMENT PLAN | 401k | $244K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAVID GRISCHKAN MD INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans