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Sponsor portfolio

MCCAIN FOOT AND ANKLE SPECIALIST PLLC DBA ADVANCED FOOT AND ANKLE SPEC

EIN 88-3451035-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$211K assets
Welfare
0
Participants
12
1233 SE INDIAN ST, SUITE 102 - STUART, FL 34997772-223-8313
Plans on this EIN
2 filings
#002CashBalance-$152K - 6 part#001401k-$59K - 6 part

Retirement portfolio analytics

2 plans aggregated / $211K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $211KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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

ADVANCED FOOT AND ANKLE SPECIALISTS PA CASH BALANCE PLAN

CashBalance

Assets$152K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANCED FOOT AND ANKLE SPECIALISTS PA 401(K) PROFIT SHARING PLAN

401k

Assets$59K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCED FOOT AND ANKLE SPECIALISTS PA CASH BALANCE PLANCashBalance$152K62024
001ADVANCED FOOT AND ANKLE SPECIALISTS PA 401(K) PROFIT SHARING PLAN401k$59K62024
Retirement plans
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