Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD W. SWIFT, MD
EIN 20-0159881Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
7
110 EAST 87TH STREET - NEW YORK, NY 10128212-828-9906
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 7 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
RICHARD W. SWIFT, MD CASH BALANCE PENSION PLAN
CashBalance
Assets$964K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD W. SWIFT, MD 401(K) PROFIT SHARING PLAN
401k
Assets$501K
Participants4
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 | RICHARD W. SWIFT, MD CASH BALANCE PENSION PLAN | CashBalance | $964K | 3 | 2024 | |
| 002 | RICHARD W. SWIFT, MD 401(K) PROFIT SHARING PLAN | 401k | $501K | 4 | 2024 |
Retirement plans