Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AKL MEDICAL, P.C.
EIN 81-4941185Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
7
2626 WEST STATE STREET - OLEAN, NY 14760716-373-7440
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 7 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
AKL MEDICAL, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AKL MEDICAL, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$157K
Participants4
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 | AKL MEDICAL, P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 3 | 2025 | |
| 001 | AKL MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | 401k | $157K | 4 | 2025 |
Retirement plans