Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CORDIAL MEDICAL, P.C.
EIN 82-1489068medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
24
100 BROADHOLLOW ROAD, SUITE 106 - FARMINGDALE, NY 11735516-804-6314LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 24 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
CORDIAL MEDICAL, P.C. INCENTIVE SAVINGS PLAN
401k
Assets$911K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CORDIAL MEDICAL, P.C. CASH BALANCE PLAN
CashBalance
Assets$857K
Participants10
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 | CORDIAL MEDICAL, P.C. INCENTIVE SAVINGS PLAN | 401k | $911K | 14 | 2024 | |
| 002 | CORDIAL MEDICAL, P.C. CASH BALANCE PLAN | CashBalance | $857K | 10 | 2024 |
Retirement plans