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Sponsor portfolio

ROLANDO GARCIA, M.D., P.A.

EIN 93-4939641-medical practice-Latest filing 2024
Plans
3
Retirement
3
$612K assets
Welfare
0
Participants
19
17200 NE 19TH AVE. - NORTH MIAMI BEACH, FL 33162786-301-1553LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#003CashBalance-$588K - 5 part#002ProfitSharing-$16K - 6 part#001401k-$7K - 8 part

Retirement portfolio analytics

3 plans aggregated / $612K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • CASH BALANCE PLAN (#003)96%
  • PROFIT SHARING PLAN (#002)3%
  • PA RETIREMENT PLAN (#001)1%
Total $612KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PA RETIREMENT PLAN (#001)8
  • PROFIT SHARING PLAN (#002)6
  • CASH BALANCE PLAN (#003)5
Total 19Click 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#003

ROLANDO GARCIA, M.D., P.A. CASH BALANCE PLAN

CashBalance

Assets$588K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ROLANDO GARCIA, M.D., P.A. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$16K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROLANDO GARCIA MD PA RETIREMENT PLAN

401k

Assets$7K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ROLANDO GARCIA, M.D., P.A. CASH BALANCE PLANCashBalance$588K52024
002ROLANDO GARCIA, M.D., P.A. 401(K) PROFIT SHARING PLANProfitSharing$16K62024
001ROLANDO GARCIA MD PA RETIREMENT PLAN401k$7K82024
Retirement plans
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