Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MITT LARY FAMILY PRACTICE LLC
EIN 14-1997293hospital & health careLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 27 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#004
MITT LARY FAMILY PRACTICE CASH BALANCE PLAN
CashBalance
Assets$734K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MITT LARY FAMILY PRACTICE RETIREMENT PLAN
401k
Assets$307K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MITT LARY FAMILY PRACTICE CASH BALANCE PLAN | CashBalance | $734K | 17 | 2024 | |
| 001 | MITT LARY FAMILY PRACTICE RETIREMENT PLAN | 401k | $307K | 10 | 2024 |
Retirement plans