Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN F. WEINER, M.D., P.A.
EIN 01-0771937Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
18
2050 W. COUNTRY HIGHWAY 30A,, SUITE 1 - SANTA ROSA BEACH, FL 324590194850-622-1214
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 18 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
THE AESTHETIC CLINIQUE CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE AESTHETIC CLINIQUE RETIREMENT PLAN
401k
Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE AESTHETIC CLINIQUE CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 7 | 2024 | |
| 001 | THE AESTHETIC CLINIQUE RETIREMENT PLAN | 401k | $1.4M | 11 | 2024 |
Retirement plans