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Sponsor portfolio

KENNETH H. ZELNICK, M.D., P.A.

EIN 27-3026045-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
23
4101 NW 4TH STREET, SUITE 104 - PLANTATION, FL 33317954-681-4088zelnickmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 10 part#001401k-$2.1M - 13 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • M.D., P.A. 401(K) (#001)42%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., P.A. 401(K) (#001)13
  • CASH BALANCE PLAN (#002)10
Total 23Click 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

KENNETH H. ZELNICK, M.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

KENNETH H. ZELNICK, M.D., P.A. 401(K) PLAN

401k

Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KENNETH H. ZELNICK, M.D., P.A. CASH BALANCE PLANCashBalance$2.8M102024
001KENNETH H. ZELNICK, M.D., P.A. 401(K) PLAN401k$2.1M132024
Retirement plans
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