Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. PATTI ANN STEFANICK
EIN 25-1663929medical practiceLatest filing 2025
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $945K assets / 6 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#003
DR. PATTI ANN STEFANICK PROFIT SHARING PLAN
ProfitSharing
Assets$615K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DR PATTI ANN STEFANICK MONEY PURCHASE PLAN
MoneyPurchase
Assets$331K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DR. PATTI ANN STEFANICK PROFIT SHARING PLAN | ProfitSharing | $615K | 3 | 2025 | |
| 004 | DR PATTI ANN STEFANICK MONEY PURCHASE PLAN | MoneyPurchase | $331K | 3 | 2025 |
Retirement plans