Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
DANIEL N. SACKS, M.D., P.A.
EIN 20-1558281Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
5
P.O. BOX 923 - BOYNTON BEACH, FL 33425561-228-1330palmbeachwellingtonwomenscare.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 5 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
DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIEL N. SACKS, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$878K
Participants3
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 | DANIEL N. SACKS, M.D., P.A. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $3.0M | 2 | 2025 | |
| 002 | DANIEL N. SACKS, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $878K | 3 | 2025 |
Retirement plans