Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCIS A. PALERMO, M.D., P.A.
EIN 51-0376896medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
12
620 STANTON-CHRISTIANA ROAD, SUITE 301 - NEWARK, DE 19713302-994-1100LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 12 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
FRANCIS A. PALERMO, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANCIS A. PALERMO, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants5
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 | FRANCIS A. PALERMO, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 7 | 2024 | |
| 002 | FRANCIS A. PALERMO, M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.9M | 5 | 2024 |
Retirement plans