Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
ALEJANDRO J. BETANCOURT, M.D., P.A.
EIN 95-4895312medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALEJANDRO J. BETANCOURT, M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALEJANDRO J. BETANCOURT, M.D., P.A. 401(K) PLAN
401k
Assets$650K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALEJANDRO J. BETANCOURT, M.D., P.A. CASH BALANCE PLAN | CashBalance | $2.2M | 14 | 2024 | |
| 002 | ALEJANDRO J. BETANCOURT, M.D., P.A. 401(K) PLAN | 401k | $650K | 18 | 2024 |
Retirement plans