Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
KATHLEEN VINE, MD, PC
EIN 46-0685242medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 41 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
KATHLEEN VINE, MD, PC 401(K) PLAN
401k
Assets$1.4M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KATHLEEN VINE, MD, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$893K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATHLEEN VINE, MD, PC 401(K) PLAN | 401k | $1.4M | 25 | 2024 | |
| 002 | KATHLEEN VINE, MD, PC DEFINED BENEFIT PLAN | TraditionalDB | $893K | 16 | 2024 |
Retirement plans