Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POULOS & SOMERS, P.C.
EIN 84-0621254Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
42
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 42 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#004
POULOS & SOMERS, P.C. PROFIT SHARING PLAN
401k
Assets$5.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
POULOS & SOMERS, P.C. CASH BALANCE PLAN
CashBalance
Assets$961K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | POULOS & SOMERS, P.C. PROFIT SHARING PLAN | 401k | $5.3M | 21 | 2024 | |
| 005 | POULOS & SOMERS, P.C. CASH BALANCE PLAN | CashBalance | $961K | 21 | 2024 |
Retirement plans