Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER M. DEVITO M.D., INC.
EIN 34-1832679medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 12 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#001
PETER M. DEVITO M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PETER M. DEVITO M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$664K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETER M. DEVITO M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 6 | 2024 | |
| 002 | PETER M. DEVITO M.D., INC. CASH BALANCE PLAN | CashBalance | $664K | 6 | 2024 |
Retirement plans