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Sponsor portfolio

DOCTORS FOR SENIOR HEALTH, P.C.

EIN 20-2068655-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
7
18011 OAK STREET, SUITE A - OMAHA, NE 68130402-616-4847LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.3M - 4 part#002CashBalance-$100K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • P. C. 401(K) (#001)93%
  • PLAN AND TRUST (#002)7%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P. C. 401(K) (#001)4
  • PLAN AND TRUST (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DOCTORS FOR SENIOR HEALTH P. C. 401(K) PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOCTORS FOR SENIOR HEALTH, P.C. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$100K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOCTORS FOR SENIOR HEALTH P. C. 401(K) PLAN401k$1.3M42024
002DOCTORS FOR SENIOR HEALTH, P.C. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$100K32024
Retirement plans
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