Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST PRIMARY CARE, P.A.
EIN 01-0647609hospital & health careLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
14
1235 LAKE POINTE PARKWAY - SUGAR LAND, TX 77478281-980-2233swlphc.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 14 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
SOUTHWEST PRIMARY CARE, P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHWEST PRIMARY CARE, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants9
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 | SOUTHWEST PRIMARY CARE, P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.2M | 5 | 2025 | |
| 002 | SOUTHWEST PRIMARY CARE, P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 9 | 2025 |
Retirement plans