Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTHONY P. MERZA, M.D. P.C.
EIN 36-3707299Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
6032 N. KIRKWOOD AVENUE - CHICAGO, IL 606465022773-275-8811
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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
ANTHONY P. MERZA, M.D. P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$668K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANTHONY P. MERZA, M.D. P.C. MONEY PURCHASE PLAN
MoneyPurchase
Assets$474K
Participants2
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 | ANTHONY P. MERZA, M.D. P.C. PROFIT SHARING PLAN | ProfitSharing | $668K | 2 | 2024 | |
| 001 | ANTHONY P. MERZA, M.D. P.C. MONEY PURCHASE PLAN | MoneyPurchase | $474K | 2 | 2024 |
Retirement plans