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Sponsor portfolio

HEALTH EDGE MEDICAL CARE PLLC

EIN 46-4914056-medical practice-Latest filing 2024
Plans
2
Retirement
2
$409K assets
Welfare
0
Participants
17
504 MEDFORD AVENUE - PATCHOGUE, NY 11772631-475-4646LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$240K - 8 part#001401k-$169K - 9 part

Retirement portfolio analytics

2 plans aggregated / $409K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $409KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)8
Total 17Click 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

HEALTH EDGE MEDICAL CARE PLLC CASH BALANCE PLAN

CashBalance

Assets$240K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HEALTH EDGE MEDICAL CARE PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$169K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH EDGE MEDICAL CARE PLLC CASH BALANCE PLANCashBalance$240K82024
001HEALTH EDGE MEDICAL CARE PLLC 401(K) PROFIT SHARING PLAN401k$169K92024
Retirement plans
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