Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELLIOTT A. STEIN, M.D., P.A.
EIN 65-0258504medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
11
21110 BISCAYNE BOULEVARD, SUITE 404 - AVENTURA, FL 33180305-933-8966LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 11 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
ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELLIOTT A. STEIN, M.D., P.A. PROFIT SHARING PLAN
401k
Assets$3.1M
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 | |
|---|---|---|---|---|---|---|
| 002 | ELLIOTT A. STEIN, M.D., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.7M | 6 | 2024 | |
| 001 | ELLIOTT A. STEIN, M.D., P.A. PROFIT SHARING PLAN | 401k | $3.1M | 5 | 2024 |
Retirement plans