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Sponsor portfolio

ATLANTIC HEMATOLOGY ONCOLOGY ASSOCIATES, L.L.C.

EIN 22-3009928-medical practice-Latest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
19
19 DAVIS AVENUE - NEPTUNE, NJ 07753732-528-0760atlantichemonc.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$5.0M - 13 part#002CashBalance-$1.8M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#001)73%
  • CASH BALANCE PENSION (#002)27%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)13
  • CASH BALANCE PENSION (#002)6
Total 19Click 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

ATLANTIC HEMATOLOGY ONCOLOGY ASSOC. , LLC PROFIT SHARING PLAN AND TRUST

401k

Assets$5.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATLANTIC HEMATOLOGY ONCOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIC HEMATOLOGY ONCOLOGY ASSOC. , LLC PROFIT SHARING PLAN AND TRUST401k$5.0M132025
002ATLANTIC HEMATOLOGY ONCOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLANCashBalance$1.8M62025
Retirement plans
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