Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POSITIVE ADULT TRANSITIONS
EIN 26-2871795medical practiceLatest filing 2024
Plans
2
Retirement
2
$599K assets
Welfare
0
Participants
37
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $599K assets / 37 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
POSITIVE ADULT TRANSITIONS DEFINED BENEFIT PLAN
TraditionalDB
Assets$393K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POSITIVE ADULT TRANSITIONS 401K PLAN
401k
Assets$205K
Participants24
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 | POSITIVE ADULT TRANSITIONS DEFINED BENEFIT PLAN | TraditionalDB | $393K | 13 | 2024 | |
| 002 | POSITIVE ADULT TRANSITIONS 401K PLAN | 401k | $205K | 24 | 2024 |
Retirement plans