Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURF PEDIATRICS AND MEDICINE, PC
EIN 26-1247833medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
52
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 52 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
SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST
401k
Assets$7.6M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST | 401k | $7.6M | 43 | 2025 | |
| 002 | SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN | TraditionalDB | $2.8M | 9 | 2025 |
Retirement plans