Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
GARY P. HARVEY, MD, PC
EIN 81-0494044Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
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 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#002
GARY P. HARVEY, MD, PC PENSION PLAN
CashBalance
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GARY P. HARVEY, MD, PC 401(K) PLAN
401k
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GARY P. HARVEY, MD, PC PENSION PLAN | CashBalance | $1.4M | 4 | 2025 | |
| 001 | GARY P. HARVEY, MD, PC 401(K) PLAN | 401k | $1.0M | 4 | 2025 |
Retirement plans