Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRIS M. PETERSON, M.D., P.A.
EIN 46-2968724medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 29 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
CHRIS M. PETERSON, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRIS M. PETERSON, M.D., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHRIS M. PETERSON, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 22 | 2024 | |
| 002 | CHRIS M. PETERSON, M.D., P.A. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 7 | 2024 |
Retirement plans