Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAROL ZAKALIK MD PC
EIN 38-3007466Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
5
3535 W 13 MILE ROAD - SUITE 504 - ROYAL OAK, MI 48073248-551-3020
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 5 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
KAROL ZAKALIK MD PC MONEY PURCHASE PENSION
MoneyPurchase
Assets$595K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAROL ZAKALIK MD PC PROFIT SHARING PLAN
ProfitSharing
Assets$437K
Participants3
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 | KAROL ZAKALIK MD PC MONEY PURCHASE PENSION | MoneyPurchase | $595K | 2 | 2024 | |
| 002 | KAROL ZAKALIK MD PC PROFIT SHARING PLAN | ProfitSharing | $437K | 3 | 2024 |
Retirement plans