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  2. PREVENTIVE MEDICINE ASSOCIATES, PLLC
Sponsor portfolio

PREVENTIVE MEDICINE ASSOCIATES, PLLC

EIN 16-1490162-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$6.6M assets
Welfare
0
Participants
94
5415 WEST GENESEE STREET, SUITE 301 - CAMILLUS, NY 130312162315-487-8109
Plans on this EIN
3 filings
#001401k-$5.7M - 41 part#002CashBalance-$741K - 14 part#003401k-$129K - 39 part

Retirement portfolio analytics

3 plans aggregated / $6.6M assets / 94 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • CASH BALANCE PENSION (#002)11%
  • PLLC, RETIREMENT PLAN (#003)2%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)41
  • PLLC, RETIREMENT PLAN (#003)39
  • CASH BALANCE PENSION (#002)14
Total 94Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PREVENTIVE MEDICINE ASSOCIATES, PLLC, 401(K) PROFIT SHARING PLAN

401k

Assets$5.7M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PREVENTIVE MEDICINE ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$741K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PREVENTIVE MEDICINE ASSOCIATES, PLLC, RETIREMENT PLAN

401k

Assets$129K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PREVENTIVE MEDICINE ASSOCIATES, PLLC, 401(K) PROFIT SHARING PLAN401k$5.7M412025
002PREVENTIVE MEDICINE ASSOCIATES, PLLC CASH BALANCE PENSION PLANCashBalance$741K142024
003PREVENTIVE MEDICINE ASSOCIATES, PLLC, RETIREMENT PLAN401k$129K392024
Retirement plans
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