Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
LONG ISLAND SURGERY, PC
EIN 11-3382645Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
51
4 PHYLLIS DR. SUITE B3 - PATCHOGUE, NY 11772631-289-4700longislandsurgery.orgLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 51 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
LONG ISLAND SURGERY, PC CASH BALANCE PLAN
CashBalance
Assets$4.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LONG ISLAND SURGERY PC 401K PLAN
401k
Assets$2.4M
Participants27
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 | LONG ISLAND SURGERY, PC CASH BALANCE PLAN | CashBalance | $4.6M | 24 | 2024 | |
| 003 | LONG ISLAND SURGERY PC 401K PLAN | 401k | $2.4M | 27 | 2024 |
Retirement plans