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Sponsor portfolio

PALISADES SURGICAL ASSOCIATES, P.C.

EIN 22-3826573-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$661K assets
Welfare
0
Participants
6
309 NEWARK AVENUE - POINT PLEASANT BEACH, NJ 08742888-320-0922LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001CashBalance-$589K - 3 part#002401k-$72K - 3 part

Retirement portfolio analytics

2 plans aggregated / $661K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#001)89%
  • 401(K) RETIREMENT PLAN (#002)11%
Total $661KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • 401(K) RETIREMENT PLAN (#002)3
Total 6Click 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

PALISADES SURGICAL ASSOCIATES, P.C. CASH BALANCE PLAN

CashBalance

Assets$589K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PALISADES SURGICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

401k

Assets$72K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PALISADES SURGICAL ASSOCIATES, P.C. CASH BALANCE PLANCashBalance$589K32024
002PALISADES SURGICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN401k$72K32024
Retirement plans
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