Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHARNA B. SHACHAR, M.D., A.P.C.
EIN 20-4856922medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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
SHARNA B. SHACHAR, M.D., A.P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHARNA B. SHACHAR, M.D., A.P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$543K
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 | |
|---|---|---|---|---|---|---|
| 002 | SHARNA B. SHACHAR, M.D., A.P.C. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 7 | 2024 | |
| 001 | SHARNA B. SHACHAR, M.D., A.P.C. 401(K) PROFIT SHARING PLAN | 401k | $543K | 7 | 2024 |
Retirement plans