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Sponsor portfolio

ALBERT A ATTIA MD PC

EIN 13-2849236-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
5
5 MEADOWBROOK ROAD - KATONAH, NY 10536212-307-7210
Plans on this EIN
2 filings
#002ProfitSharing-$12.3M - 2 part#003ProfitSharing-$73K - 3 part

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • MD PC PENSION (#002)99%
  • PROFIT SHARING PLAN (#003)1%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)3
  • MD PC PENSION (#002)2
Total 5Click 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#002

ALBERT A ATTIA MD PC PENSION PLAN

ProfitSharing

Assets$12.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALBERT A ATTIA MD PC PROFIT SHARING PLAN

ProfitSharing

Assets$73K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALBERT A ATTIA MD PC PENSION PLANProfitSharing$12.3M22024
003ALBERT A ATTIA MD PC PROFIT SHARING PLANProfitSharing$73K32025
Retirement plans
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