Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
BRIAN P. OLOFSSON, M.D.
EIN 36-3493366Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
24
400 NORTH WALL STREET - KANKAKEE, IL 60901815-932-5725
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 24 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
BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST
TraditionalDB
Assets$2.2M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants12
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 | BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST | TraditionalDB | $2.2M | 12 | 2024 | |
| 001 | BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 12 | 2024 |
Retirement plans