Assets by plan
Share of aggregate retirement assets
- MD, PC 401(K) (#001)$1.0M
Filings through .
Gary P. Harvey, MD, PC
EIN 81-0494044Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Health & Benefits
0
Participants
8
2835 FORT MISSOULA RD SUITE 202 - MISSOULA, MT 59804406-728-4292
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
GARY P. HARVEY, MD, PC PENSION PLAN
Cash balance
Assets$1.4M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
GARY P. HARVEY, MD, PC 401(K) PLAN
401(k)
Assets$1.0M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GARY P. HARVEY, MD, PC PENSION PLAN | Cash balance | $1.4M | 4 | 2025 |
| #001 | GARY P. HARVEY, MD, PC 401(K) PLAN | 401(k) | $1.0M | 4 | 2025 |
- #002 · Cash balance · 20254
- #001 · 401(k) · 20254
Retirement plans