Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
JOSEPH M. EARLEY, III, APC
EIN 81-1406249medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
9
331 WALL STREET, SUITE 100 - CHICO, CA 95928530-876-1111drmele.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 9 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
JOSEPH M. EARLEY, III, APC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JOSEPH M. EARLEY, III, APC 401(K) PLAN
401k
Assets$978K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH M. EARLEY, III, APC CASH BALANCE PLAN | CashBalance | $1.7M | 3 | 2025 | |
| 001 | JOSEPH M. EARLEY, III, APC 401(K) PLAN | 401k | $978K | 6 | 2025 |
Retirement plans