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Sponsor portfolio

DIGESTIVE HEALTH ASSOCIATES, P.C.

EIN 36-4185473-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
33
1715 N DIVISION STREET SUITE A - MORRIS, IL 60450815-353-3223
Plans on this EIN
2 filings
#003401k-$2.1M - 16 part#002CashBalance-$700K - 17 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN AND TRUST (#003)75%
  • CASH BALANCE PLAN (#002)25%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)17
  • PLAN AND TRUST (#003)16
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DIGESTIVE HEALTH ASSOCIATES, P.C. 401(K) PLAN AND TRUST

401k

Assets$2.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DIGESTIVE HEALTH ASSOCIATES, P.C. CASH BALANCE PLAN

CashBalance

Assets$700K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DIGESTIVE HEALTH ASSOCIATES, P.C. 401(K) PLAN AND TRUST401k$2.1M162024
002DIGESTIVE HEALTH ASSOCIATES, P.C. CASH BALANCE PLANCashBalance$700K172024
Retirement plans
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