Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH A. RUSSO, M.D., P.C.
EIN 04-3174852hospital & health careLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
79
303 WYMAN STREET, SUITE 150 - WALTHAM, MA 02451617-964-1440LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 79 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#003
JOSEPH A. RUSSO, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH A. RUSSO, M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOSEPH A. RUSSO, M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.9M | 37 | 2024 | |
| 002 | JOSEPH A. RUSSO, M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 42 | 2024 |
Retirement plans