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Sponsor portfolioTH

SHARON RICHENS, M.D. EYE PHYSICIAN AND SURGEON

EIN 87-0675814-medical practice-Latest filing 2024
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
110
161 WEST 200 NORTH, SUITE 200 - ST. GEORGE, UT 84770435-652-4040LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$4.2M - 46 part#001401k-$3.4M - 64 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PLAN (#002)55%
  • M.D. RETIREMENT PLAN (#001)45%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D. RETIREMENT PLAN (#001)64
  • DEFINED BENEFIT PLAN (#002)46
Total 110Click 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

SHARON RICHENS, M.D. DEFINED BENEFIT PLAN

CashBalance

Assets$4.2M
Participants46
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SHARON RICHENS, M.D. RETIREMENT PLAN

401k

Assets$3.4M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHARON RICHENS, M.D. DEFINED BENEFIT PLANCashBalance$4.2M462024
001SHARON RICHENS, M.D. RETIREMENT PLAN401k$3.4M642024
Retirement plans
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