Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHEN ORTHOPAEDIC SURGERY, P.C.
EIN 83-2164102Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
1202 TROY SCHENECTADY ROAD, BUILDIN - LATHAM, NY 12110518-708-6300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 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
SHEN ORTHOPAEDIC SURGERY, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHEN ORTHOPAEDIC SURGERY, P.C. 401(K) PLAN
401k
Assets$324K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHEN ORTHOPAEDIC SURGERY, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $1.0M | 4 | 2024 | |
| 001 | SHEN ORTHOPAEDIC SURGERY, P.C. 401(K) PLAN | 401k | $324K | 4 | 2024 |
Retirement plans