Assets by plan
Share of aggregate retirement assets
92%top
Sponsor portfolio
BARIATRIC ASSOCIATES, PLLC
EIN 13-4312662Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
79
1705 BEAUCASTLE ROAD, SUITE 101 - MOUNT PLEASANT, SC 29464843-606-3333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 79 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
PPWMC 401(K) PLAN AND TRUST
401k
Assets$4.0M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PPWMC CASH BALANCE PLAN AND TRUST
CashBalance
Assets$360K
Participants26
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 | PPWMC 401(K) PLAN AND TRUST | 401k | $4.0M | 53 | 2024 | |
| 002 | PPWMC CASH BALANCE PLAN AND TRUST | CashBalance | $360K | 26 | 2024 |
Retirement plans