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Sponsor portfolio

REFOUA MEDICAL PC

EIN 83-2765846-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
12 WILLOW PLACE - GREAT NECK, NY 11021516-487-0070drrefoua.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$917K - 3 part#002401k-$594K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • DEFINED BENEFIT PLAN (#001)61%
  • PROFIT SHARING PLAN (#002)39%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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#001

REFOUA MEDICAL PC DEFINED BENEFIT PLAN

TraditionalDB

Assets$917K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REFOUA MEDICAL PC PROFIT SHARING PLAN

401k

Assets$594K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REFOUA MEDICAL PC DEFINED BENEFIT PLANTraditionalDB$917K32025
002REFOUA MEDICAL PC PROFIT SHARING PLAN401k$594K32025
Retirement plans
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