Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
PHILIP A. GROSSI, M.D.
EIN 20-4117238Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$507K assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $507K assets / 4 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
PHILIP A. GROSSI, M.D. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$347K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PHILIP A. GROSSI, M.D. 401(K) PLAN & TRUST
401k
Assets$160K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILIP A. GROSSI, M.D. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $347K | 2 | 2024 | |
| 001 | PHILIP A. GROSSI, M.D. 401(K) PLAN & TRUST | 401k | $160K | 2 | 2024 |
Retirement plans