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  2. MONTE CARE GROUP, S.C.
Sponsor portfolio

MONTE CARE GROUP, S.C.

EIN 27-2180035-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
3011 WHITE OAK LANE - OAKBROOK, IL 60523773-744-4074
Plans on this EIN
2 filings
#002CashBalance-$750K - 5 part#001401k-$415K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • M.D. RETIREMENT PLAN (#001)36%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • M.D. RETIREMENT PLAN (#001)5
Total 10Click 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#002

DARWEESH, M.D. CASH BALANCE PLAN

CashBalance

Assets$750K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DARWEESH, M.D. RETIREMENT PLAN

401k

Assets$415K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DARWEESH, M.D. CASH BALANCE PLANCashBalance$750K52025
001DARWEESH, M.D. RETIREMENT PLAN401k$415K52025
Retirement plans
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