Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROARING FORK NEUROLOGY, P.C.
EIN 27-1456812medical practiceLatest filing 2024
Plans
2
Retirement
2
$266K assets
Welfare
0
Participants
20
350 MARKET STREET, STE. 1 - BASALT, CO 81621970-927-1141roaringforkneurology.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $266K assets / 20 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
ROARING FORK NEUROLOGY, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$219K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROARING FORK NEUROLOGY, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$47K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROARING FORK NEUROLOGY, P.C. CASH BALANCE PENSION PLAN | CashBalance | $219K | 5 | 2024 | |
| 001 | ROARING FORK NEUROLOGY, P.C. 401(K) PROFIT SHARING PLAN | 401k | $47K | 15 | 2024 |
Retirement plans