Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXECUTIVE HEALTH & WELLNESS CENTER
EIN 20-3119253medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
8463 WEST LAKE MEAD BOULEVARD - LAS VEGAS, NV 89128702-304-0854LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 13 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
EXECUTIVE HEALTH & WELLNESS CENTER 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$678K
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 | EXECUTIVE HEALTH & WELLNESS CENTER 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.5M | 7 | 2024 | |
| 002 | EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN | TraditionalDB | $678K | 6 | 2024 |
Retirement plans