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Sponsor portfolio

ADAPTATION MEDICAL PC

EIN 11-3617066-medical practice-Latest filing 2024
Plans
2
Retirement
2
$373K assets
Welfare
0
Participants
26
1534 BROADWAY - BROOKLYN, NY 11221718-576-6266adaptationmed.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$188K - 13 part#002ProfitSharing-$184K - 13 part

Retirement portfolio analytics

2 plans aggregated / $373K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFINED BENEFIT PLAN (#001)51%
  • PROFIT SHARING PLAN (#002)49%
Total $373KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)13
  • PROFIT SHARING PLAN (#002)13
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ADAPTATION MEDICAL PC DEFINED BENEFIT PLAN

TraditionalDB

Assets$188K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADAPTATION MEDICAL PC PROFIT SHARING PLAN

ProfitSharing

Assets$184K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADAPTATION MEDICAL PC DEFINED BENEFIT PLANTraditionalDB$188K132024
002ADAPTATION MEDICAL PC PROFIT SHARING PLANProfitSharing$184K132024
Retirement plans
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