Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHARON LAKES MEDICAL ASSOCIATES, PC
EIN 33-1175981medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 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
SHARON LAKES MEDICAL ASSOCIATES, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$692K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHARON LAKES MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
401k
Assets$654K
Participants5
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 | SHARON LAKES MEDICAL ASSOCIATES, PC CASH BALANCE PENSION PLAN | CashBalance | $692K | 3 | 2024 | |
| 001 | SHARON LAKES MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | 401k | $654K | 5 | 2024 |
Retirement plans