Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID DOPKIN
EIN 76-0406413hospital & health careLatest filing 2024
Plans
2
Retirement
2
$17K assets
Welfare
0
Participants
2
808 TRAVIS ST STE 1608 - HOUSTON, TX 770025709713-225-9123LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17K assets / 2 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
LYNCH AND DOPKIN PROFIT SHARING PLAN
ProfitSharing
Assets$10K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LYNCH AND DOPKIN MONEY PURCHASE PLAN
ProfitSharing
Assets$7K
Participants1
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 | LYNCH AND DOPKIN PROFIT SHARING PLAN | ProfitSharing | $10K | 1 | 2024 | |
| 002 | LYNCH AND DOPKIN MONEY PURCHASE PLAN | ProfitSharing | $7K | 1 | 2024 |
Retirement plans