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  2. PALMA SOLA NEUROLOGY ASSOCIATES LLC
Sponsor portfolio

PALMA SOLA NEUROLOGY ASSOCIATES LLC

EIN 82-2980178-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
15
9222 13TH AVENUE CIRCLE NW - BRADENTON, FL 342097021813-870-0060palma-sola-neurology-associates.business.siteLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 6 part#001401k-$163K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PENSION (#002)88%
  • ASSOCIATES, LLC 401(K) (#001)12%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, LLC 401(K) (#001)9
  • CASH BALANCE PENSION (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PALMA SOLA NEUROLOGY ASSOCIATES LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PALMA SOLA NEUROLOGY ASSOCIATES, LLC 401(K) PLAN

401k

Assets$163K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PALMA SOLA NEUROLOGY ASSOCIATES LLC CASH BALANCE PENSION PLANCashBalance$1.2M62024
001PALMA SOLA NEUROLOGY ASSOCIATES, LLC 401(K) PLAN401k$163K92024
Retirement plans
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