Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
MARGUERITE P. BARNETT, M.D., P.A.
EIN 65-0496317health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
29
1715 STICKNEY POINT ROAD - SARASOTA, FL 34231941-927-2447LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 29 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
MARGUERITE P. BARNETT, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$800K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARGUERITE P. BARNETT, M.D., P.A. 401(K) PLAN
401k
Assets$685K
Participants20
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 | MARGUERITE P. BARNETT, M.D., P.A. CASH BALANCE PLAN | CashBalance | $800K | 9 | 2024 | |
| 001 | MARGUERITE P. BARNETT, M.D., P.A. 401(K) PLAN | 401k | $685K | 20 | 2024 |
Retirement plans