Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $7.4M assets / 18 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COLORECTAL SURGERY ASSOCIATES, P.C. CASH BALANCE PLAN | Cash balance | $4.0M | 9 | 2025 |
| #001 | COLORECTAL SURGERY ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | 401(k) | $3.4M | 9 | 2025 |