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Sponsor portfolio

SHARMA MEDICAL, PLLC

EIN 51-0644915-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
69
216 PLEASANT AVENUE - LAKE VIEW, NY 14085716-934-3300
Plans on this EIN
2 filings
#001401k-$3.2M - 34 part#002CashBalance-$1.9M - 35 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MEDICAL, PLLC 401(K)PLAN (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)35
  • MEDICAL, PLLC 401(K)PLAN (#001)34
Total 69Click 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#001

SHARMA MEDICAL, PLLC 401(K)PLAN

401k

Assets$3.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHARMA MEDICAL, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHARMA MEDICAL, PLLC 401(K)PLAN401k$3.2M342024
002SHARMA MEDICAL, PLLC CASH BALANCE PLANCashBalance$1.9M352024
Retirement plans
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