Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ROGER J. WOLCOTT, M.D., P.A.
EIN 75-2795150medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 41 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
ROGER J. WOLCOTT, M.D., P.A. 401(K) PLAN AND TRUST
401k
Assets$2.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$948K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROGER J. WOLCOTT, M.D., P.A. 401(K) PLAN AND TRUST | 401k | $2.7M | 20 | 2024 | |
| 002 | ROGER J. WOLCOTT, M.D., P.A. CASH BALANCE PLAN | CashBalance | $948K | 21 | 2024 |
Retirement plans