Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNETTE L. HEADLEY, M.D
EIN 06-1484616Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
11
56 WHITEHALL AVENUE - MYSTIC, CT 06355860-536-1354
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 11 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
ANNETTE L. HEADLEY, M.D. CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANNETTE L. HEADLEY, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$2.3M
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 | |
|---|---|---|---|---|---|---|
| 003 | ANNETTE L. HEADLEY, M.D. CASH BALANCE PLAN | CashBalance | $2.9M | 5 | 2025 | |
| 001 | ANNETTE L. HEADLEY, M.D. PROFIT SHARING PLAN | ProfitSharing | $2.3M | 6 | 2025 |
Retirement plans