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Sponsor portfolio

UNIVERSITY OTOLARYNGOLOGY ASSOCIATES, P.C.

EIN 23-2944347-medical practice-Latest filing 2024
Plans
2
Retirement
2
$16.4M assets
Welfare
0
Participants
49
205 NORTH BROAD STREET, SUITE 401 - PHILADELPHIA, PA 19107215-762-4600entdoctorsphiladelphia.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$9.2M - 27 part#003CashBalance-$7.2M - 22 part

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#002)56%
  • CASH BALANCE PENSION (#003)44%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)27
  • CASH BALANCE PENSION (#003)22
Total 49Click 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#002

UNIVERSITY OTOLARYNGOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$9.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNIVERSITY OTOLARYNGOLOGY ASSOCIATES, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$7.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OTOLARYNGOLOGY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN401k$9.2M272024
003UNIVERSITY OTOLARYNGOLOGY ASSOCIATES, P.C. CASH BALANCE PENSION PLANCashBalance$7.2M222024
Retirement plans
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