Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETERSEN NEUROSPINE, PLLC
EIN 20-5318205medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
13
6701 AIRPORT BLVD, D100 - MOBILE, AL 36608251-607-6117petersenneurospine.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 13 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
PETERSEN NEUROSPINE 401(K) PLAN
401k
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETERSEN NEUROSPINE DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants4
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 | PETERSEN NEUROSPINE 401(K) PLAN | 401k | $2.3M | 9 | 2024 | |
| 002 | PETERSEN NEUROSPINE DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 4 | 2024 |
Retirement plans