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Sponsor portfolio

JOSEPH LARATTA MD SPINE SURGEON, LLC

EIN 85-0770072-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$1.4M assets
Welfare
1
Participants
8
743 E BROADWAY #171 - LOUISVILLE, KY 40202502-413-5777
Plans on this EIN
4 filings
#001401k-$847K - 2 part#002CashBalance-$418K - 2 part#003CashBalance-$142K - 2 part#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • CASH BALANCE PENSION (#002)30%
  • BALANCE RETIREMENT PLAN (#003)10%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • CASH BALANCE PENSION (#002)2
  • BALANCE RETIREMENT PLAN (#003)2
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

JOSEPH LARATTA MD SPINE SURGEON, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$847K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOSEPH LARATTA MD SPINE SURGEON, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$418K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOSEPH LARATTA MD SPINE SURGEON, LLC CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$142K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NECK & BACK INSTITUTE KY CBS BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH LARATTA MD SPINE SURGEON, LLC 401(K) PROFIT SHARING PLAN401k$847K22025
002JOSEPH LARATTA MD SPINE SURGEON, LLC CASH BALANCE PENSION PLANCashBalance$418K22024
003JOSEPH LARATTA MD SPINE SURGEON, LLC CASH BALANCE RETIREMENT PLANCashBalance$142K22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NECK & BACK INSTITUTE KY CBS BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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