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Sponsor portfolio

GEVANS MEDICAL PRACTICE, PC

EIN 26-2075834-medical practice-Latest filing 2024
Plans
2
Retirement
2
$950K assets
Welfare
0
Participants
4
1280 GIVAN AVE - BRONX, NY 10469917-385-9399gevansmed.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$609K - 2 part#002CashBalance-$340K - 2 part

Retirement portfolio analytics

2 plans aggregated / $950K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • MEDICAL PRACTICE PC (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $950KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL PRACTICE PC (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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#001

GEVANS MEDICAL PRACTICE PC

401k

Assets$609K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GEVANS MEDICAL PRACTICE, PC CASH BALANCE PLAN

CashBalance

Assets$340K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GEVANS MEDICAL PRACTICE PC401k$609K22024
002GEVANS MEDICAL PRACTICE, PC CASH BALANCE PLANCashBalance$340K22024
Retirement plans
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