Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAGAPONACK MEDICAL PC DBA HALSEY DERMATOLOGY
EIN 82-4647715Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$673K assets
Welfare
0
Participants
11
3350 NOYACK RD BUILDING A - SAG HARBOR, NY 11963631-731-1099
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $673K assets / 11 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
SAGAPONACK MEDICAL PC CASH BALANCE PLAN
CashBalance
Assets$418K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAGAPONACK MEDICAL PC 401(K) PROFIT SHARING PLAN
401k
Assets$255K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAGAPONACK MEDICAL PC 401(K) PLAN
401k
Assets$639
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAGAPONACK MEDICAL PC CASH BALANCE PLAN | CashBalance | $418K | 5 | 2025 | |
| 003 | SAGAPONACK MEDICAL PC 401(K) PROFIT SHARING PLAN | 401k | $255K | 5 | 2025 | |
| 001 | SAGAPONACK MEDICAL PC 401(K) PLAN | 401k | $639 | 1 | 2024 |
Retirement plans