Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
STEVEN FAGIEN, M.D. P.A.
EIN 65-0587225hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
20
660 GLADES ROAD, SUITE 210 - BOCA RATON, FL 33431561-393-9898LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 20 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
STEVEN FAGIEN M.D. P.A. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEVEN FAGIEN, M.D., P.A. 401(K) PLAN
401k
Assets$864K
Participants14
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 | STEVEN FAGIEN M.D. P.A. CASH BALANCE PLAN | CashBalance | $2.8M | 6 | 2024 | |
| 001 | STEVEN FAGIEN, M.D., P.A. 401(K) PLAN | 401k | $864K | 14 | 2025 |
Retirement plans