Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GU & GAO MEDICAL PLLC
EIN 81-1214036Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
12
136-68 ROOSEVELT AVENUE, #4C - FLUSHING, NY 11354917-563-1697
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 12 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
GU & GAO MEDICAL PLLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GU & GAO MEDICAL PLLC PROFIT SHARING 401(K) PLAN
401k
Assets$462K
Participants6
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 | GU & GAO MEDICAL PLLC CASH BALANCE PLAN | CashBalance | $1.8M | 6 | 2024 | |
| 002 | GU & GAO MEDICAL PLLC PROFIT SHARING 401(K) PLAN | 401k | $462K | 6 | 2024 |
Retirement plans