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Sponsor portfolio

SUSAN BACSIK DO PLLC

EIN 83-0538689-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
18
1107 W JEFFERSON BLVD - DALLAS, TX 75208469-300-5437
Plans on this EIN
2 filings
#002CashBalance-$263K - 4 part#001401k-$260K - 14 part

Retirement portfolio analytics

2 plans aggregated / $523K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CASH BALANCE PLAN (#002)50%
  • 401(K) RETIREMENT PLAN (#001)50%
Total $523KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)14
  • CASH BALANCE PLAN (#002)4
Total 18Click 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

SUSAN BACSIK, DO PLLC CASH BALANCE PLAN

CashBalance

Assets$263K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SUSAN BACSIK, DO PLLC 401(K) RETIREMENT PLAN

401k

Assets$260K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUSAN BACSIK, DO PLLC CASH BALANCE PLANCashBalance$263K42024
001SUSAN BACSIK, DO PLLC 401(K) RETIREMENT PLAN401k$260K142024
Retirement plans
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