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Sponsor portfolio

AGA SURGEMED LLC

EIN 84-4260399-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$976K assets
Welfare
0
Participants
6
28 INDIAN RD. - TRUMBULL, CT 06611203-526-5202
Plans on this EIN
2 filings
#002CashBalance-$518K - 3 part#001401k-$457K - 3 part

Retirement portfolio analytics

2 plans aggregated / $976K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SURGEMED LLC PENSION (#002)53%
  • SURGEMED LLC 401(K) (#001)47%
Total $976KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGEMED LLC PENSION (#002)3
  • SURGEMED LLC 401(K) (#001)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#002

AGA SURGEMED LLC PENSION PLAN

CashBalance

Assets$518K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AGA SURGEMED LLC 401(K) PLAN

401k

Assets$457K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AGA SURGEMED LLC PENSION PLANCashBalance$518K32024
001AGA SURGEMED LLC 401(K) PLAN401k$457K32024
Retirement plans
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