Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
ADVANCED ALLERGY CARE, P.A.
EIN 20-0848527medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
7
38 ROBIN CAPER CT. - THE WOODLANDS, TX 77382713-416-0479treatmyallergies.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 7 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
ADVANCED ALLERGY CARE, P.A. 401(K) PLAN
401k
Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCED ALLERGY CARE, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants4
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 | ADVANCED ALLERGY CARE, P.A. 401(K) PLAN | 401k | $1.7M | 3 | 2024 | |
| 002 | ADVANCED ALLERGY CARE, P.A. CASH BALANCE PLAN | CashBalance | $1.4M | 4 | 2024 |
Retirement plans