Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
SERGIO L. BALINGIT, JR., M.D., P.A.
EIN 59-3670272medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
37
1501 US HWY 441 N, SUITE 1208 - THE VILLAGES, FL 32159352-751-0448LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 37 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
SERGIO L. BALINGIT, JR., M.D., P.A. RETIREMENT PLAN AND TRUST
401k
Assets$4.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants17
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 | SERGIO L. BALINGIT, JR., M.D., P.A. RETIREMENT PLAN AND TRUST | 401k | $4.0M | 20 | 2024 | |
| 002 | SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN | CashBalance | $1.7M | 17 | 2024 |
Retirement plans