Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUPITER CONCIERGE FAMILY PRACTICE
EIN 20-1696257Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
2141 ALTERNATE A1A SOUTH, SUITE 200 - JUPITER, FL 33477561-743-0005
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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
JUPITER CONCIERGE FAMILY PRACTICE 401K PLAN
401k
Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JUPITER CONCIERGE FAMILY PRACTICE CASH BALANCE PLAN
CashBalance
Assets$609K
Participants5
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 | JUPITER CONCIERGE FAMILY PRACTICE 401K PLAN | 401k | $1.3M | 5 | 2024 | |
| 002 | JUPITER CONCIERGE FAMILY PRACTICE CASH BALANCE PLAN | CashBalance | $609K | 5 | 2024 |
Retirement plans