Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN O. KOVACS, M.D., P.C.
EIN 20-1611897medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M 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
STEPHEN O. KOVACS, M.D., P.C. RETIREMENT PLAN
401k
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN O. KOVACS, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$738K
Participants2
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 | STEPHEN O. KOVACS, M.D., P.C. RETIREMENT PLAN | 401k | $1.8M | 5 | 2024 | |
| 002 | STEPHEN O. KOVACS, M.D., P.C. CASH BALANCE PLAN | CashBalance | $738K | 2 | 2024 |
Retirement plans