Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BASEL REFAI, M.D., P.C.
EIN 63-1263961medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
35
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 35 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
BASEL REFAI, M.D., P.C. NEW COMPARABILITY 401(K) PSP
OtherDC
Assets$2.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BASEL REFAI, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants14
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 | BASEL REFAI, M.D., P.C. NEW COMPARABILITY 401(K) PSP | OtherDC | $2.0M | 21 | 2024 | |
| 002 | BASEL REFAI, M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 14 | 2024 |
Retirement plans