Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STUART M. HOMER, M.D., P.A.
EIN 22-3490829Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
15
1030 ST. GEORGES AVENUE, SUITE 201 - AVENEL, NJ 07001732-602-0244
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 15 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
STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN
401k
Assets$5.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STUART M. HOMER, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$640K
Participants6
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 | STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN | 401k | $5.2M | 9 | 2024 | |
| 002 | STUART M. HOMER, M.D., P.A. CASH BALANCE PLAN | CashBalance | $640K | 6 | 2024 |
Retirement plans