Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.3M assets / 7 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | A. D. GHAPHERY MD PROFESSIONAL ASSOC. PROFIT SHARING PLAN | Profit-sharing | $2.4M | 4 | 2024 |
| #004 | A. D. GHAPHERY MD PROFESSIONAL ASSOC. MONEY PURCHASE PENSION PLAN | Money purchase | $1.9M | 3 | 2024 |