Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID MAHALICK, PHD
EIN 52-2288091mental health careLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
11
2066 MILLBURN AVENUE - MAPLEWOOD, NJ 07040973-313-9393neuropinion.comLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 11 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#002
DAVID MAHALICK, PHD DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVID M. MAHALICK KEOGH PROFIT SHARING PLAN
ProfitSharing
Assets$40K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVID MAHALICK, PHD DEFINED BENEFIT PLAN | TraditionalDB | $1.7M | 6 | 2024 | |
| 001 | DAVID M. MAHALICK KEOGH PROFIT SHARING PLAN | ProfitSharing | $40K | 5 | 2024 |
Retirement plans