Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELLS GASTROENTEROLOGY, PLLC
EIN 51-0431510higher educationLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
15
4955 N. BAILEY AVENUE, SUITE 201 - AMHERST, NY 14226716-834-6152LinkedIn1-10 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 15 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#002
WELLS GASTROENTEROLOGY, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$631K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WELLS GASTROENTEROLOGY CASH BALANCE PLAN
CashBalance
Assets$370K
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 | |
|---|---|---|---|---|---|---|
| 002 | WELLS GASTROENTEROLOGY, PLLC 401(K) PROFIT SHARING PLAN | 401k | $631K | 10 | 2024 | |
| 003 | WELLS GASTROENTEROLOGY CASH BALANCE PLAN | CashBalance | $370K | 5 | 2024 |
Retirement plans