Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPENCER T. MOY, OD PLLC
EIN 46-2130202medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 8 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
DR. SPENCER T. MOY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. SPENCER T. MOY PROFIT SHARING PLAN
ProfitSharing
Assets$286K
Participants4
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 | DR. SPENCER T. MOY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 4 | 2024 | |
| 002 | DR. SPENCER T. MOY PROFIT SHARING PLAN | ProfitSharing | $286K | 4 | 2024 |
Retirement plans