Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SATISH SIVASANKARAN M.D., P.A.
EIN 27-4326648Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
13
5340 GULF DR. STE 101 - NEW PORT RICHEY, FL 34652727-286-2794
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 13 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
SATISH SIVASANKARAN M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SATISH SIVASANKARAN, M.D. P.A 401(K) PROFIT SHARING PLAN
401k
Assets$221K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SATISH SIVASANKARAN M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2024 | |
| 001 | SATISH SIVASANKARAN, M.D. P.A 401(K) PROFIT SHARING PLAN | 401k | $221K | 7 | 2024 |
Retirement plans