Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
FRIENDS MEDICAL GROUP
EIN 20-0647697medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 34 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
FRIENDS MEDICAL GROUP CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$5.1M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FRIENDS MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRIENDS MEDICAL GROUP CASH BALANCE PENSION PLAN & TRUST | CashBalance | $5.1M | 15 | 2025 | |
| 001 | FRIENDS MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 19 | 2025 |
Retirement plans