Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
CHARLES C. GREENE, MD, PHD, PA DBA JAX ENT SURGERY
EIN 01-0681671Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
44
11512 LAKE MEAD AVE, #531 - JACKSONVILLE, FL 32256904-419-2054
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 44 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
CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES C. GREENE, MD, PHD, PA, CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants16
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 | CHARLES C. GREENE, MD, PHD, PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 28 | 2024 | |
| 002 | CHARLES C. GREENE, MD, PHD, PA, CASH BALANCE PLAN | CashBalance | $2.4M | 16 | 2024 |
Retirement plans
Welfare plans