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  2. DRAKE AND PRESTI ENT SURGICAL ASSOCIATES LLC
Sponsor portfolio

DRAKE AND PRESTI ENT SURGICAL ASSOCIATES LLC

EIN 45-0955133-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
213 SUMMIT RD. - MOUNTAINSIDE, NJ 07092908-233-2111drakepresti.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.6M - 7 part#002CashBalance-$878K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click 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#001

DRAKE AND PRESTI ENT SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DR. PAUL PRESTI & STAFF CASH BALANCE PLAN

CashBalance

Assets$878K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DRAKE AND PRESTI ENT SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN401k$2.6M72024
002DR. PAUL PRESTI & STAFF CASH BALANCE PLANCashBalance$878K62024
Retirement plans
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