Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HESHAM M ATWA PHYSICIAN PC
EIN 11-3620050Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
31
620 BELLE TERRE ROAD - PORT JEFFERSON, NY 11777631-476-9296
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 31 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
HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$9.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HESHAM M ATWA PHYSICIAN PC PROFIT SHARING PLAN
ProfitSharing
Assets$1.0M
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 | |
|---|---|---|---|---|---|---|
| 002 | HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN | TraditionalDB | $9.2M | 14 | 2024 | |
| 001 | HESHAM M ATWA PHYSICIAN PC PROFIT SHARING PLAN | ProfitSharing | $1.0M | 17 | 2024 |
Retirement plans