Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL W. WILEN, M.D., P.C.
EIN 11-3362195medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 39 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
DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$3.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL W. WILEN, M.D., P.C. RETIREMENT PLAN
CashBalance
Assets$1.6M
Participants17
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 | DANIEL W. WILEN, M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $3.7M | 22 | 2024 | |
| 002 | DANIEL W. WILEN, M.D., P.C. RETIREMENT PLAN | CashBalance | $1.6M | 17 | 2024 |
Retirement plans