Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. KIMBERLY D. HAUG, PC
EIN 01-0759255Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
13
2411 MORNING STAR DRIVE - ALTON, IL 62002618-463-7002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 13 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. KIMBERLY D. HAUG, PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. KIMBERLY D. HAUG, PC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants6
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. KIMBERLY D. HAUG, PC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 7 | 2024 | |
| 002 | DR. KIMBERLY D. HAUG, PC CASH BALANCE PLAN | CashBalance | $2.0M | 6 | 2024 |
Retirement plans