Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAXIMED ASSOCIATES, P.C.
EIN 20-0744663Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$2.5M assets
Welfare
1
Participants
26
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 20 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
MAXIMED ASSOCIATES INC DEFINED BENEFIT PLAN
CashBalance
Assets$1.6M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MAXIMED ASSOCIATES P.C. 401(K) SAFE HARBOR PLAN
401k
Assets$813K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
MAXIMED ASSOCIATES INC DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAXIMED ASSOCIATES INC DEFINED BENEFIT PLAN | CashBalance | $1.6M | 6 | 2024 | |
| 002 | MAXIMED ASSOCIATES P.C. 401(K) SAFE HARBOR PLAN | 401k | $813K | 14 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | MAXIMED ASSOCIATES INC DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans