PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHAFER SURGICAL LLC
Sponsor portfolio

SHAFER SURGICAL LLC

EIN 26-2056483-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
36
10 EAST 53RD STREET, 25TH FLOOR - NEW YORK, NY 10022212-888-7770
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 18 part#001401k-$1.2M - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • SURGERY 401(K) QRP (#001)38%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)18
  • SURGERY 401(K) QRP (#001)18
Total 36Click 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

SHAFER SURGICAL LLC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHAFER PLASTIC SURGERY 401(K) QRP

401k

Assets$1.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHAFER SURGICAL LLC CASH BALANCE PLANCashBalance$2.0M182024
001SHAFER PLASTIC SURGERY 401(K) QRP401k$1.2M182024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica