Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IVEY PLASTIC SURGERY, LLC
EIN 84-2564895Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
14
411 HUKU LII PLACE, STE. 303 - KIHEI, HI 96753808-877-7710iveyplasticsurgery.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 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#001
IVEY PLASTIC SURGERY, LLC 401(K) RETIREMENT PLAN
401k
Assets$720K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IVEY PLASTIC SURGERY LLC CASH BALANCE PLAN
CashBalance
Assets$375K
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 | |
|---|---|---|---|---|---|---|
| 001 | IVEY PLASTIC SURGERY, LLC 401(K) RETIREMENT PLAN | 401k | $720K | 10 | 2025 | |
| 002 | IVEY PLASTIC SURGERY LLC CASH BALANCE PLAN | CashBalance | $375K | 4 | 2025 |
Retirement plans