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Sponsor portfolio

ACKERMAN & TOWSON

EIN 54-2085487-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
30
100 CORTONA WAY, SUITE 200 - BRENTWOOD, CA 94513925-684-7722LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.9M - 16 part#002CashBalance-$1.8M - 14 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • TOWSON RETIREMENT PLAN (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TOWSON RETIREMENT PLAN (#001)16
  • CASH BALANCE PLAN (#002)14
Total 30Click 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

ACKERMAN & TOWSON RETIREMENT PLAN

401k

Assets$2.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACKERMAN & TOWSON CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACKERMAN & TOWSON RETIREMENT PLAN401k$2.9M162024
002ACKERMAN & TOWSON CASH BALANCE PLANCashBalance$1.8M142024
Retirement plans
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