Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
DAVID J. DUPREE MD PC
EIN 46-2644679medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
13
70 WEST FRONT STREET, 5TH FLOOR - RED BANK, NJ 07701732-450-1200LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 13 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
DAVID J. DUPREE, MD, PC 401(K) PLAN
401k
Assets$2.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID DUPREE MD PC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID J. DUPREE, MD, PC 401(K) PLAN | 401k | $2.0M | 8 | 2024 | |
| 002 | DAVID DUPREE MD PC CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2024 |
Retirement plans