Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNA M. BARBIERI MEDICAL, P.C.
EIN 81-5229343medical practiceLatest filing 2024
Plans
2
Retirement
2
$130K assets
Welfare
0
Participants
4
3 EAST 71ST STREET, SUITE 1B - NEW YORK, NY 10021212-300-9862annabarbieri-md.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $130K assets / 4 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
ANNA M. BARBIERI MEDICAL, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$115K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANNA M. BARBIERI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$15K
Participants2
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 | ANNA M. BARBIERI MEDICAL, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $115K | 2 | 2024 | |
| 002 | ANNA M. BARBIERI MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | ProfitSharing | $15K | 2 | 2024 |
Retirement plans