Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
ELOY ROMAN, M.D., P.A.
EIN 27-0771096medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 9 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#002
ELOY ROMAN, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ELOY ROMAN, M.D., P.A. 401(K) PLAN
401k
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELOY ROMAN, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 4 | 2024 | |
| 001 | ELOY ROMAN, M.D., P.A. 401(K) PLAN | 401k | $1.4M | 5 | 2024 |
Retirement plans