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Sponsor portfolio

AA MEDICAL, PC

EIN 46-2667021-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
14
12 VANDERBILT DRIVE - GREAT NECK PLAZA, NY 11021631-237-3913
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 6 part#001401k-$946K - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • MEDICAL, PC 401(K) (#001)32%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL, PC 401(K) (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click 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#002

AA MEDICAL, PC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AA MEDICAL, PC 401(K) PLAN

401k

Assets$946K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AA MEDICAL, PC CASH BALANCE PLANCashBalance$2.0M62024
001AA MEDICAL, PC 401(K) PLAN401k$946K82024
Retirement plans
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