Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
DR. CARLOS N. CASAS, M.D., P.A.
EIN 26-0886852medical practiceLatest filing 2024
Plans
3
Retirement
2
$2.0M assets
Welfare
1
Participants
18
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 12 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
DR. CARLOS N. CASAS, M.D., P.A. 401K PLAN
401k
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CARLOS N. CASAS M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$709K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
DR. CARLOS N. CASAS, M.D., P.A. 401K PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. CARLOS N. CASAS, M.D., P.A. 401K PLAN | 401k | $1.3M | 6 | 2024 | |
| 002 | CARLOS N. CASAS M.D., P.A. CASH BALANCE PLAN | CashBalance | $709K | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | DR. CARLOS N. CASAS, M.D., P.A. 401K PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans