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  2. MICHAEL HAIKEN, M.D., P.A.
Sponsor portfolio

MICHAEL HAIKEN, M.D., P.A.

EIN 65-0370763-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
48
6017 COCOS DRIVE - FORT MYERS, FL 33908239-768-1400haikendermatology.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$4.7M - 24 part#002CashBalance-$2.1M - 24 part

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#001)69%
  • CASH BALANCE PENSION (#002)31%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)24
  • CASH BALANCE PENSION (#002)24
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

M. H., M.D. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

M.H., M.D. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001M. H., M.D. 401(K) PROFIT SHARING PLAN & TRUST401k$4.7M242024
002M.H., M.D. CASH BALANCE PENSION PLANCashBalance$2.1M242024
Retirement plans
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