Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR JAMES S BROWN III, MD, PLLC
EIN 04-3644195Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
100 WALKER WAY - STARKVILLE, MS 39759662-320-6555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 20 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
401K EMPLOYEE RETIREMENT PLAN
401k
Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAMES S. BROWN, III M.D., PLLC CASH BALANCE PLAN
CashBalance
Assets$117K
Participants8
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 | 401K EMPLOYEE RETIREMENT PLAN | 401k | $1.0M | 12 | 2025 | |
| 002 | JAMES S. BROWN, III M.D., PLLC CASH BALANCE PLAN | CashBalance | $117K | 8 | 2024 |
Retirement plans