Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW P. GIACOBBE, MD, PC
EIN 16-1506082medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 26 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#001
ANDREW P. GIACOBBE, MD, PC 401(K) PROFIT SHARING PLAN
401k
Assets$5.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDREW P. GIACOBBE, MD, PC CASH BALANCE PLAN
CashBalance
Assets$792K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDREW P. GIACOBBE, MD, PC 401(K) PROFIT SHARING PLAN | 401k | $5.6M | 17 | 2024 | |
| 002 | ANDREW P. GIACOBBE, MD, PC CASH BALANCE PLAN | CashBalance | $792K | 9 | 2024 |
Retirement plans