Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALDO ACEBO, M.D., P.A.
EIN 77-0700693Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
25
9851 NW 58TH STREET, SUITE 125 - DORAL, FL 33178305-403-1035acebohealthcenter.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 25 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
ACEBO HEALTH CENTER CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACEBO HEALTH CENTER 401(K) PLAN
401k
Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACEBO HEALTH CENTER CASH BALANCE PLAN | CashBalance | $3.6M | 13 | 2024 | |
| 001 | ACEBO HEALTH CENTER 401(K) PLAN | 401k | $1.8M | 12 | 2024 |
Retirement plans