Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLAN M. SPIEGEL, M.D., P.A.
EIN 59-2712083medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 32 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
ALLAN M. SPIEGEL, M. D. , P. A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALLAN M. SPIEGEL, M. D. , P. A. PROFIT SHARING PLAN
ProfitSharing
Assets$333K
Participants15
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 | ALLAN M. SPIEGEL, M. D. , P. A. DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 17 | 2024 | |
| 001 | ALLAN M. SPIEGEL, M. D. , P. A. PROFIT SHARING PLAN | ProfitSharing | $333K | 15 | 2024 |
Retirement plans