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  2. DR. TODD FINCHER, PA
Sponsor portfolio

DR. TODD FINCHER, PA

EIN 64-0901082-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$417K assets
Welfare
0
Participants
9
113 EAST MARKET STREET - GREENWOOD, MS 38930662-453-1708drtfincher.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$247K - 2 part#001401k-$169K - 7 part

Retirement portfolio analytics

2 plans aggregated / $417K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PENSION (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $417KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PENSION (#002)2
Total 9Click 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#002

DR. TODD FINCHER, PA CASH BALANCE PENSION PLAN

CashBalance

Assets$247K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$169K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. TODD FINCHER, PA CASH BALANCE PENSION PLANCashBalance$247K22024
001DR. TODD FINCHER, P.A. 401(K) PROFIT SHARING PLAN401k$169K72025
Retirement plans
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