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  2. NAVESINK MEDICAL ASSOCIATES, LLC
Sponsor portfolio

NAVESINK MEDICAL ASSOCIATES, LLC

EIN 26-2578197-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
23
34 MAIN ST. - HOLMDEL, NJ 07733917-509-5012navesinkmedical.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$1.3M - 13 part#002CashBalance-$270K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)10
Total 23Click 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

NAVESINK MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAVESINK MEDICAL ASSOCIATES, LLC CASH BALANCE PLAN

CashBalance

Assets$270K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAVESINK MEDICAL ASSOCIATES, LLC PROFIT SHARING PLANProfitSharing$1.3M132025
002NAVESINK MEDICAL ASSOCIATES, LLC CASH BALANCE PLANCashBalance$270K102025
Retirement plans
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