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Sponsor portfolio

MARK E. RICHARDS, M.D., P.C.

EIN 52-1854067-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
11300 ROCKVILLE PIKE #912 - ROCKVILLE, MD 20852301-468-3458
Plans on this EIN
2 filings
#001401k-$953K - 5 part#002CashBalance-$213K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)2
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARK E. RICHARDS, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$953K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK E. RICHARDS, M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$213K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARK E. RICHARDS, M.D., P.C. 401(K) PROFIT SHARING PLAN401k$953K52024
002MARK E. RICHARDS, M.D., P.C. CASH BALANCE PLANCashBalance$213K22024
Retirement plans
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