Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PALM BEACH ORTHOPAEDIC INSTITUTE, P.A.
EIN 65-0327403medical practiceLatest filing 2024
Plans
2
Retirement
2
$33.3M assets
Welfare
0
Participants
187
4215 BURNS ROAD, SUITE 100 - PALM BEACH GARDENS, FL 33410561-694-7776pboi.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.3M assets / 187 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
PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN
401k
Assets$23.0M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. CASH BALANCE PLAN
CashBalance
Assets$10.4M
Participants76
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 | PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN | 401k | $23.0M | 111 | 2024 | |
| 002 | PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. CASH BALANCE PLAN | CashBalance | $10.4M | 76 | 2024 |
Retirement plans