Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $2.8M assets / 22 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RCTY & MATY MD ASSOCIATES CASH BALANCE PLAN | Cash balance | $2.7M | 12 | 2025 |
| #002 | RCTY & MATY MD ASSOCIATES PROFIT SHARING PLAN | Profit-sharing | $51K | 10 | 2025 |