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Sponsor portfolio

GASTROENTEROLOGY AND NUTRITION

EIN 20-4622819-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
40
822 PERKINS STREET, SUITE 1 - LEESBURG, FL 347484351352-315-4111gastroandnutrition.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.3M - 21 part#002CashBalance-$1.7M - 19 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)21
  • CASH BALANCE PLAN (#002)19
Total 40Click 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

GASTROENTEROLOGY AND NUTRITION RETIREMENT PLAN AND TRUST

401k

Assets$2.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GASTROENTEROLOGY AND NUTRITION CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GASTROENTEROLOGY AND NUTRITION RETIREMENT PLAN AND TRUST401k$2.3M212025
002GASTROENTEROLOGY AND NUTRITION CASH BALANCE PLANCashBalance$1.7M192025
Retirement plans
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