Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $21.9M assets / 154 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHEAST DERMATOLOGY, P.A. 401(K) PLAN | 401(k) | $19.1M | 97 | 2025 |
| #003 | SOUTHEAST DERMATOLOGY, P.A. CASH BALANCE PLAN | Cash balance | $2.8M | 57 | 2025 |