Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREGORY W. SCHMIDT, M.D., L.L.C.
EIN 42-1752204Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 25 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
GREGORY W. SCHMIDT, M.D., L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.0M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GREGORY W. SCHMIDT, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN (001)
401k
Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREGORY W. SCHMIDT, M.D., L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $4.0M | 13 | 2024 | |
| 001 | GREGORY W. SCHMIDT, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN (001) | 401k | $2.2M | 12 | 2024 |
Retirement plans