Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
VERO BEACH SURGICAL ARTS, P.A.
EIN 56-2325672hospital & health careLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
14
1000 37TH PLACE SUITE 103 - VERO BEACH, FL 32960772-770-9191drcolgan.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 14 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#001
VERO BEACH SURGICAL ARTS RETIREMENT PLAN & TRUST
401k
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VERO BEACH SURGICAL ARTS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$699K
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 | |
|---|---|---|---|---|---|---|
| 001 | VERO BEACH SURGICAL ARTS RETIREMENT PLAN & TRUST | 401k | $2.1M | 9 | 2024 | |
| 002 | VERO BEACH SURGICAL ARTS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $699K | 5 | 2025 |
Retirement plans