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  2. ANDY M. FINE, M.D., P.C.
Sponsor portfolio

ANDY M. FINE, M.D., P.C.

EIN 84-1469721-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
60
20 W DRY CREEK CIRCLE - LITTLETON, CO 80120303-703-8583andyfinemd.usLinkedIn1-10 employees
Plans on this EIN
2 filings
#003401k-$2.0M - 45 part#004CashBalance-$1.9M - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#003)51%
  • CASH BALANCE PLAN (#004)49%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)45
  • CASH BALANCE PLAN (#004)15
Total 60Click 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#003

ANDY M. FINE, M.D., P.C. PROFIT SHARING PLAN & TRUST

401k

Assets$2.0M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ANDY M. FINE, M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ANDY M. FINE, M.D., P.C. PROFIT SHARING PLAN & TRUST401k$2.0M452024
004ANDY M. FINE, M.D., P.C. CASH BALANCE PLANCashBalance$1.9M152024
Retirement plans
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