Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNA M. BOECKER M.D., P.A.
EIN 20-2750529medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
26
948 GRUENE ROAD, #140 - NEW BRAUNFELS, TX 78130830-627-2700gruenelakemedical.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 26 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
ANNA M. BOECKER M.D., P.A. CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANNA M. BOECKER M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANNA M. BOECKER M.D., P.A. CASH BALANCE PLAN | CashBalance | $2.9M | 15 | 2025 | |
| 001 | ANNA M. BOECKER M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 11 | 2025 |
Retirement plans