Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SRI GASTROENTEROLOGY, P.C.
EIN 20-1862514medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
19
8 QUAKER LANE - OLD WESTBURY, NY 11568516-567-7000srigastro.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 19 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#002
SRI GASTROENTEROLOGY, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SRI GASTROENTEROLOGY, P.C. 401(K) SAFE HARBOR PLAN
ProfitSharing
Assets$874K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SRI GASTROENTEROLOGY, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.5M | 9 | 2024 | |
| 001 | SRI GASTROENTEROLOGY, P.C. 401(K) SAFE HARBOR PLAN | ProfitSharing | $874K | 10 | 2024 |
Retirement plans