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  2. CITRUS INFECTIOUS DISEASE, LLC
Sponsor portfolio

CITRUS INFECTIOUS DISEASE, LLC

EIN 26-2561825-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
6
P.O. BOX 72 - CRYSTAL RIVER, FL 34423352-417-0238
Plans on this EIN
2 filings
#001CashBalance-$1.7M - 3 part#002401k-$604K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN & TRUST (#001)74%
  • DISEASE, LLC 401(K) (#002)26%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3
  • DISEASE, LLC 401(K) (#002)3
Total 6Click 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

CITRUS INFECTIOUS DISEASE, LLC CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CITRUS INFECTIOUS DISEASE, LLC 401(K) PLAN

401k

Assets$604K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CITRUS INFECTIOUS DISEASE, LLC CASH BALANCE PLAN & TRUSTCashBalance$1.7M32024
002CITRUS INFECTIOUS DISEASE, LLC 401(K) PLAN401k$604K32024
Retirement plans
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