Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
CARLOS G. PENA, M.D., P.A.
EIN 74-3195319medical practiceLatest filing 2024
Plans
2
Retirement
2
$610K assets
Welfare
0
Participants
23
6705 RED ROAD, SUITE #310 - CORAL GABLES, FL 33143305-271-5533cgpobgyn.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $610K assets / 23 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
CARLOS G. PENA, M.D., P.A. 401(K) PLAN
401k
Assets$494K
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CARLOS G. PENA M.D., P.A., CASH BALANCE PLAN
CashBalance
Assets$116K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLOS G. PENA, M.D., P.A. 401(K) PLAN | 401k | $494K | 16 | 2024 | |
| 003 | CARLOS G. PENA M.D., P.A., CASH BALANCE PLAN | CashBalance | $116K | 7 | 2024 |
Retirement plans