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Sponsor portfolio

BETH CADY BURGHARDT, M.D., P.C.

EIN 16-1486424-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
13
5100 WEST TAFT ROAD, SUITE 4L - LIVERPOOL, NY 13088315-452-2124LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$2.3M - 7 part#001ProfitSharing-$1.2M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#002)66%
  • PROFIT SHARING PLAN (#001)34%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)7
  • PROFIT SHARING PLAN (#001)6
Total 13Click 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

BETH CADY BURGHARDT, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BETH CADY BURGHARDT, M.D., P.C. PROFIT SHARING PLAN

ProfitSharing

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BETH CADY BURGHARDT, M.D., P.C. 401(K) PROFIT SHARING PLAN401k$2.3M72024
001BETH CADY BURGHARDT, M.D., P.C. PROFIT SHARING PLANProfitSharing$1.2M62024
Retirement plans
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