Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD J SULLIVAN M.D.
EIN 62-1751285medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 13 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
DONALD J. SULLIVAN MD DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DONALD J SULLIVAN MD 401(K) PROFIT SHARING PLAN
401k
Assets$846K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD J. SULLIVAN MD DEFINED BENEFIT PLAN | TraditionalDB | $2.7M | 7 | 2024 | |
| 001 | DONALD J SULLIVAN MD 401(K) PROFIT SHARING PLAN | 401k | $846K | 6 | 2024 |
Retirement plans