Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$3.9M
Filings through .
Northwest Medical Specialists, LLC
EIN 20-1296836medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Health & Benefits
0
Participants
56
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 56 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NORTHWEST MEDICAL SPECIALISTS 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$3.9M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NORTHWEST MEDICAL SPECIALISTS, LLC CASH BALANCE PLAN
Cash balance
Assets$667K
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NORTHWEST MEDICAL SPECIALISTS 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.9M | 31 | 2024 |
| #002 | NORTHWEST MEDICAL SPECIALISTS, LLC CASH BALANCE PLAN | Cash balance | $667K | 25 | 2025 |
- #001 · 401(k) · 202431
- #002 · Cash balance · 202525
Retirement plans