Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $203K assets / 12 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.
Traditional DB
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NAOMI CHANEY, MD LTD DEFINED BENEFIT PLAN | Traditional DB | $199K | 6 | 2024 |
| #003 | NAOMI CHANEY, MD LTD PROFIT SHARING PLAN | Profit-sharing | $4K | 6 | 2024 |