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Sponsor portfolio

VARNER & GOUNDRY PC

EIN 52-2004677-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
15
121 E PATRICK ST - FREDERICK, MD 217015677301-631-1800vglaw.orgLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.2M - 9 part#002CashBalance-$1.5M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PC 401K PLAN (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC 401K PLAN (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click 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

VARNER & GOUNDRY PC 401K PLAN

401k

Assets$3.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VARNER & GOUNDRY, P.C. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VARNER & GOUNDRY PC 401K PLAN401k$3.2M92025
002VARNER & GOUNDRY, P.C. CASH BALANCE PLANCashBalance$1.5M62025
Retirement plans
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