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  2. FRANK J. GRADY. M.D. ASSOC.
Sponsor portfolio

FRANK J. GRADY. M.D. ASSOC.

EIN 74-1779810-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
58
103 PARKING WAY STREET, PO BOX 369 - LAKE JACKSON, TX 77566979-373-1852
Plans on this EIN
2 filings
#002CashBalance-$597K - 16 part#001401k-$496K - 42 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)42
  • CASH BALANCE PLAN (#002)16
Total 58Click 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

FRANK J. GRADY. M.D. ASSOC. CASH BALANCE PLAN

CashBalance

Assets$597K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRANK J. GRADY, M.D. ASSOC. 401(K) PROFIT SHARING PLAN

401k

Assets$496K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRANK J. GRADY. M.D. ASSOC. CASH BALANCE PLANCashBalance$597K162024
001FRANK J. GRADY, M.D. ASSOC. 401(K) PROFIT SHARING PLAN401k$496K422024
Retirement plans
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