Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN TENENBAUM, M.D., INC.
EIN 38-3677878medical practiceLatest filing 2024
Plans
2
Retirement
2
$906K assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $906K assets / 6 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
STEVEN TENENBAUM, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$777K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN TENENBAUM, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$129K
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 | |
|---|---|---|---|---|---|---|
| 002 | STEVEN TENENBAUM, M.D., INC. CASH BALANCE PLAN | CashBalance | $777K | 3 | 2024 | |
| 001 | STEVEN TENENBAUM, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $129K | 3 | 2024 |
Retirement plans