Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$12.7M
Filings through .
2 plans aggregated / $16.0M assets / 32 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHEST PHYSICIAN CONSULTANTS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $12.7M | 15 | 2025 |
| #002 | CHEST PHYSICIAN CONSULTANTS, LTD CASH BALANCE PLAN | Cash balance | $3.3M | 17 | 2024 |