Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RENU MEDICAL AESTHETICS DBA VALERIE A. BARRETT M.D., P.A.
EIN 54-2123615Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
17
845 SE OSCEOLA STREET - STUART, FL 34996772-266-4450
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 17 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
VALERIE A BARRETT MD PA D/B/A RENU MEDICAL AESTHETICS, CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VALERIE A. BARRETT M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$471K
Participants7
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 | VALERIE A BARRETT MD PA D/B/A RENU MEDICAL AESTHETICS, CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 10 | 2024 | |
| 001 | VALERIE A. BARRETT M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $471K | 7 | 2024 |
Retirement plans