Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID M. ATWELL, M.D.
EIN 34-1643717Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
10
26636 W. RIVER ROAD - PERRYSBURG, OH 43551419-872-0337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M 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
DAVID M. ATWELL, MD DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
DAVID M. ATWELL, MD 401(K) PLAN
401k
Assets$878K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID M. ATWELL, MD DEFINED BENEFIT PLAN | TraditionalDB | $5.9M | 5 | 2024 | |
| 003 | DAVID M. ATWELL, MD 401(K) PLAN | 401k | $878K | 5 | 2024 |
Retirement plans