Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLOTTE ANN RHEE, M.D., P.C.
EIN 11-3510715Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
21
257 EAST JERICHO TPK - HUNTINGTON STATION, NY 11746631-424-6707
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 21 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
CHARLOTTE ANN RHEE, M.D., P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHARLOTTE ANN RHEE, M.D., P.C. 401(K) SAVINGS PLAN
401k
Assets$2.0M
Participants15
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 | CHARLOTTE ANN RHEE, M.D., P.C. DEFINED BENEFIT PLAN | TraditionalDB | $3.3M | 6 | 2024 | |
| 003 | CHARLOTTE ANN RHEE, M.D., P.C. 401(K) SAVINGS PLAN | 401k | $2.0M | 15 | 2024 |
Retirement plans