Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DOCTORS MCCLOW, CLARK & BERK, P.A.
EIN 59-1162456Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$26.3M assets
Welfare
0
Participants
110
1912 HAMILTON STREET, SUITE 201 - JACKSONVILLE, FL 32210904-388-2556
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.3M assets / 110 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
MCCLOW, CLARK & BERK, P.A. 401(K) PLAN
401k
Assets$19.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DOCTORS MCCLOW, CLARK & BERK, P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$6.6M
Participants43
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 | MCCLOW, CLARK & BERK, P.A. 401(K) PLAN | 401k | $19.7M | 67 | 2024 | |
| 003 | DOCTORS MCCLOW, CLARK & BERK, P.A. CASH BALANCE PENSION PLAN | CashBalance | $6.6M | 43 | 2025 |
Retirement plans