Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STONEYWELL MEDICAL, P.C.
EIN 20-3973459medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 6 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
STONEYWELL MEDICAL, P.C. PENSION PLAN
TraditionalDB
Assets$4.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants3
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 | STONEYWELL MEDICAL, P.C. PENSION PLAN | TraditionalDB | $4.1M | 3 | 2024 | |
| 002 | STONEYWELL MEDICAL, P.C.401(K) PROFIT SHARING PLAN | 401k | $1.8M | 3 | 2024 |
Retirement plans