Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID M. TRASK, M.D., LLC
EIN 93-0985387medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
36
492 MURPHY ROAD - MEDFORD, OR 975048144541-772-0557drdavidtrask.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 36 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#001
DR DAVID TRASK 401K PROFIT SHARING PLAN
401k
Assets$5.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID M. TRASK, M.D., LLC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$3.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR DAVID TRASK 401K PROFIT SHARING PLAN | 401k | $5.7M | 18 | 2025 | |
| 002 | DAVID M. TRASK, M.D., LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $3.6M | 18 | 2025 |
Retirement plans