Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUIS PENATE, M.D., P.A.
EIN 51-0597734medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
206
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 206 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
LUIS PENATE, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LUIS PENATE, MD, PA PROFIT SHARING PLAN
401k
Assets$1.9M
Participants118
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 | LUIS PENATE, M.D., P.A. CASH BALANCE PLAN | CashBalance | $5.3M | 88 | 2025 | |
| 001 | LUIS PENATE, MD, PA PROFIT SHARING PLAN | 401k | $1.9M | 118 | 2025 |
Retirement plans