Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
RHEUMATOLOGY ASSOCIATES, S.C.
EIN 36-2673183medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
46
1725 W. HARRISON STREET, SUITE 365 - CHICAGO, IL 60612312-226-8228drrobertkatz.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 46 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
RHEUMATOLOGY ASSOCIATES, S. C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST
401k
Assets$3.6M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$3.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RHEUMATOLOGY ASSOCIATES, S. C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST | 401k | $3.6M | 26 | 2024 | |
| 003 | RHEUMATOLOGY ASSOCIATES, S.C. DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $3.5M | 20 | 2024 |
Retirement plans
Welfare plans