Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHOENIX MEDICAL SERVICES, PC
EIN 11-3558267medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
42
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 42 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#002
PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHOENIX MEDICAL SERVICES, PC 401K PROFIT SHARING
401k
Assets$897K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN | CashBalance | $2.0M | 19 | 2025 | |
| 001 | PHOENIX MEDICAL SERVICES, PC 401K PROFIT SHARING | 401k | $897K | 23 | 2025 |
Retirement plans