Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOWARD L. SOFEN MD A MEDICAL CO.
EIN 27-3947291Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$11.3M assets
Welfare
0
Participants
98
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $11.3M assets / 98 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
HOWARD L. SOFEN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$6.7M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.9M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOWARD L. SOFEN, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$702K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOWARD L. SOFEN, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $6.7M | 27 | 2024 | |
| 001 | HOWARD L. SOFEN MD A MEDICAL CO 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.9M | 42 | 2025 | |
| 003 | HOWARD L. SOFEN, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $702K | 29 | 2024 |
Retirement plans