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Sponsor portfolio

BERKS PLASTIC SURGERY INSTITUTE PC

EIN 23-2707682-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
58
50 COMMERCE DRIVE - WYOMISSING, PA 196100000610-288-9965berksplasticsurgery.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$6.7M - 36 part#002CashBalance-$734K - 22 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INSTITUTE, P.C. 401(K) (#001)90%
  • CASH BALANCE PENSION (#002)10%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE, P.C. 401(K) (#001)36
  • CASH BALANCE PENSION (#002)22
Total 58Click 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

BERKS PLASTIC SURGERY INSTITUTE, P.C. 401(K) PLAN

401k

Assets$6.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BERKS PLASTIC SURGERY INSTITUTE PC CASH BALANCE PENSION PLAN

CashBalance

Assets$734K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERKS PLASTIC SURGERY INSTITUTE, P.C. 401(K) PLAN401k$6.7M362025
002BERKS PLASTIC SURGERY INSTITUTE PC CASH BALANCE PENSION PLANCashBalance$734K222024
Retirement plans
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