Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAY B. MARGLOUS, P.C.
EIN 43-1181168Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 18 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
RAY B. MARGLOUS, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$4.7M
Participants9
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 | RAY B. MARGLOUS, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.0M | 9 | 2025 | |
| 002 | RAY B. MARGLOUS, P.C. 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 9 | 2025 |
Retirement plans