Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHORE ATLANTIC GERIATRICS LLC
EIN 20-2726028medical practiceLatest filing 2024
Plans
2
Retirement
2
$455K assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $455K assets / 15 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
SHORE ATLANTIC GERIATRICS LLC 401(K) PLAN
401k
Assets$241K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHORE ATLANTIC GERIATRICS LLC CASH BALANCE PLAN
CashBalance
Assets$215K
Participants7
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 | SHORE ATLANTIC GERIATRICS LLC 401(K) PLAN | 401k | $241K | 8 | 2024 | |
| 002 | SHORE ATLANTIC GERIATRICS LLC CASH BALANCE PLAN | CashBalance | $215K | 7 | 2024 |
Retirement plans