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Sponsor portfolio

MALKANI RETINA CENTER

EIN 16-1729093-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$741K assets
Welfare
0
Participants
24
9201 CYPRESS LAKE DRIVE - FORT MYERS, FL 33919239-324-4888
Plans on this EIN
2 filings
#004TraditionalDB-$653K - 3 part#003ProfitSharing-$88K - 21 part

Retirement portfolio analytics

2 plans aggregated / $741K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CENTER RETIREMENT PLAN (#004)88%
  • PROFIT SHARING PLAN (#003)12%
Total $741KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)21
  • CENTER RETIREMENT PLAN (#004)3
Total 24Click 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#004

MALKANI RETINA CENTER RETIREMENT PLAN

TraditionalDB

Assets$653K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MALKANI RETINA CENTER PROFIT SHARING PLAN

ProfitSharing

Assets$88K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MALKANI RETINA CENTER RETIREMENT PLANTraditionalDB$653K32024
003MALKANI RETINA CENTER PROFIT SHARING PLANProfitSharing$88K212024
Retirement plans
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