Assets by plan
Share of aggregate retirement assets
- MD RET PL (#002)$5.1M
Filings through .
2 plans aggregated / $5.1M assets / 8 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LYNDON W MORGAN MD RET PL | Profit-sharing | $5.1M | 6 | 2024 |
| #001 | LYNDON W MORGAN MD RETIREMENT PLAN | Money purchase | $117 | 2 | 2025 |