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  2. BURGESS PEDIATRICS, INC.
Sponsor portfolio

BURGESS PEDIATRICS, INC.

EIN 74-3223777-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
19
401 BURGESS DRIVE, #C - MENLO PARK, CA 94025650-305-2039burgesspediatrics.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.4M - 9 part#002CashBalance-$1.3M - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • PLAN AND TRUST (#001)9
Total 19Click 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

BURGESS PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BURGESS PEDIATRICS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURGESS PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.4M92024
002BURGESS PEDIATRICS, INC. CASH BALANCE PLANCashBalance$1.3M102024
Retirement plans
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