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Sponsor portfolio

RETINA PRACTICE OF WHITE PLAINS

EIN 13-3855607-medical practice-Latest filing 2024
Plans
2
Retirement
2
$54K assets
Welfare
0
Participants
3
600 MAMARONECK AVENUE, SUITE 103 - HARRISON, NY 10528LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002MoneyPurchase-$36K - 2 part#001MoneyPurchase-$17K - 1 part

Retirement portfolio analytics

2 plans aggregated / $54K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#002)68%
  • MONEY PURCHASE PLAN (#001)32%
Total $54KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)2
  • MONEY PURCHASE PLAN (#001)1
Total 3Click 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

PROFIT SHARING PLAN

MoneyPurchase

Assets$36K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONEY PURCHASE PLAN

MoneyPurchase

Assets$17K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PROFIT SHARING PLANMoneyPurchase$36K22024
001MONEY PURCHASE PLANMoneyPurchase$17K12024
Retirement plans
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