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Sponsor portfolio

MARK SIVIERI MD PA

EIN 20-2261934-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
14
10005 OLD COLUMBIA RD, SUITE P170 - COLUMBIA, MD 21046410-796-3295sivieriwellness.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.5M - 9 part#002CashBalance-$311K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • 401(K) P/S PLAN (#001)83%
  • CASH BALANCE PENSION (#002)17%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)9
  • CASH BALANCE PENSION (#002)5
Total 14Click 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

MARK SIVIERI MD PA 401(K) P/S PLAN

401k

Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK SIVIERI, M.D., P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$311K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARK SIVIERI MD PA 401(K) P/S PLAN401k$1.5M92025
002MARK SIVIERI, M.D., P.A. CASH BALANCE PENSION PLANCashBalance$311K52024
Retirement plans
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