Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREGORY A. WIENER, M.D.
EIN 36-4309002Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
17
5440 NORTH CUMBERLAND, SUITE 105 - CHICAGO, IL 60656773-763-3990
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 17 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
GREGORY A. WIENER, M.D. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GREGORY A. WIENER, M.D. PROFIT SHARING PLAN
401k
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREGORY A. WIENER, M.D. CASH BALANCE PLAN | CashBalance | $2.2M | 6 | 2025 | |
| 001 | GREGORY A. WIENER, M.D. PROFIT SHARING PLAN | 401k | $2.0M | 11 | 2025 |
Retirement plans