Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. HAROLD GILLESPIE MEDICAL OFFICE LLC
EIN 99-1974900Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
313 NORTH DR. - SOMERSET, OH 43783740-743-2039
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
DR. HAROLD A GILLESPIE, MD CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$824K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DR. HAROLD A. GILLESPIE, MD 401(K) PLAN
401k
Assets$432K
Participants12
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 | DR. HAROLD A GILLESPIE, MD CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $824K | 8 | 2024 | |
| 001 | DR. HAROLD A. GILLESPIE, MD 401(K) PLAN | 401k | $432K | 12 | 2025 |
Retirement plans