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  2. ESSEX MEDICAL ASSOCIATES, LLC
Sponsor portfolio

ESSEX MEDICAL ASSOCIATES, LLC

EIN 86-1084471-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
9
451 ANDOVER STREET - N. ANDOVER, MA 01845978-725-3636
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 4 part#001401k-$726K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • LLC RETIREMENT PLAN (#002)70%
  • INC. 401K PLAN (#001)30%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)5
  • LLC RETIREMENT PLAN (#002)4
Total 9Click 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

ESSEX MEDICAL ASSOCIATES, LLC RETIREMENT PLAN

CashBalance

Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ESSEX MEDICAL ASSOCIATES, INC. 401K PLAN

401k

Assets$726K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ESSEX MEDICAL ASSOCIATES, LLC RETIREMENT PLANCashBalance$1.7M42024
001ESSEX MEDICAL ASSOCIATES, INC. 401K PLAN401k$726K52024
Retirement plans
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