Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.B. WINTERS, D.O., LLC
EIN 20-2741066medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
12
855 EATON AVE. - HAMILTON, OH 45013513-892-9222jbwintersdo.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 12 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
J.B. WINTERS, D.O., LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.7M
Participants6
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 | J.B. WINTERS, D.O., LLC 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 6 | 2025 | |
| 002 | J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN | CashBalance | $1.7M | 6 | 2025 |
Retirement plans