Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
ERIC GRASSER, MD, LLC
EIN 27-4589802medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
5
1925 ASPEN DRIVE #502A - SANTA FE, NM 87505505-453-3756drgrasser.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 5 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
ERIC GRASSER, MD, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ERIC GRASSER, MD, LLC 401(K) PLAN
401k
Assets$324K
Participants3
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 | ERIC GRASSER, MD, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 2 | 2024 | |
| 001 | ERIC GRASSER, MD, LLC 401(K) PLAN | 401k | $324K | 3 | 2024 |
Retirement plans