Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES W. MONIAK M.D., INC.
EIN 27-2792917Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 31 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
CHARLES W. MONIAK M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHARLES W. MONIAK M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$688K
Participants17
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 | CHARLES W. MONIAK M.D., INC. CASH BALANCE PLAN | CashBalance | $1.8M | 14 | 2024 | |
| 001 | CHARLES W. MONIAK M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $688K | 17 | 2024 |
Retirement plans