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  2. PARK AVENUE CONCIERGE MEDICINE, P.C.
Sponsor portfolio

PARK AVENUE CONCIERGE MEDICINE, P.C.

EIN 27-2317021-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
127 EAST 61ST STREET, GFL - NEW YORK, NY 10065212-737-3136parkavenueconciergemedicine.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$3.8M - 4 part#002401k-$772K - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • P.C. RETIREMENT TRUST (#001)83%
  • SHARING AND 401(K) (#002)17%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT TRUST (#001)4
  • SHARING AND 401(K) (#002)4
Total 8Click 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

PARK AVENUE CONCIERGE MEDICINE, P.C. RETIREMENT TRUST

TraditionalDB

Assets$3.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PARK AVENUE CONCIERGE MEDICINE, P.C. PROFIT SHARING AND 401(K) PLAN

401k

Assets$772K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PARK AVENUE CONCIERGE MEDICINE, P.C. RETIREMENT TRUSTTraditionalDB$3.8M42024
002PARK AVENUE CONCIERGE MEDICINE, P.C. PROFIT SHARING AND 401(K) PLAN401k$772K42024
Retirement plans
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