Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
DOUGLAS A GREEN & ASSOCIATES, INC
EIN 72-1418243Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
195 GREENBRIAR BLVD SUITE 201 - COVINGTON, LA 70433985-867-8845trialaccess.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 6 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#001
DOUGLAS A. GREEN & ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DOUGLAS A. GREEN & ASSOCIATES, INC. MONEY PURCHASE PLAN & TRUST
MoneyPurchase
Assets$976K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOUGLAS A. GREEN & ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $2.4M | 3 | 2025 | |
| 002 | DOUGLAS A. GREEN & ASSOCIATES, INC. MONEY PURCHASE PLAN & TRUST | MoneyPurchase | $976K | 3 | 2025 |
Retirement plans