Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIVIO MED SPA
EIN 85-1497016medical practiceLatest filing 2024
Plans
2
Retirement
2
$972K assets
Welfare
0
Participants
8
1351 DELTA AVENUE - CINCINNATI, OH 45228513-675-7111liviospa.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $972K assets / 8 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#002
LIVIO MED SPA CASH BALANCE PLAN
CashBalance
Assets$851K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LIVIO MED SPA 401(K) PROFIT SHARING PLAN
401k
Assets$122K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIVIO MED SPA CASH BALANCE PLAN | CashBalance | $851K | 4 | 2024 | |
| 001 | LIVIO MED SPA 401(K) PROFIT SHARING PLAN | 401k | $122K | 4 | 2024 |
Retirement plans