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Sponsor portfolio

ISPINE, P.C.

EIN 87-1265947-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
31
1389 WEST MAINE STREET - WATERBURY, CT 06708917-526-7041
Plans on this EIN
2 filings
#001401k-$1.1M - 19 part#002CashBalance-$226K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • ISPINE, P.C. 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ISPINE, P.C. 401(K) (#001)19
  • CASH BALANCE PLAN (#002)12
Total 31Click 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

ISPINE, P.C. 401(K) PLAN

401k

Assets$1.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ISPINE P.C. CASH BALANCE PLAN

CashBalance

Assets$226K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ISPINE, P.C. 401(K) PLAN401k$1.1M192024
002ISPINE P.C. CASH BALANCE PLANCashBalance$226K122024
Retirement plans
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