Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATY PULMONARY ASSOCIATES, P.A.
EIN 20-3852104medical practiceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
18
19255 PARK ROW DR., SUITE 102, SUITE 485 - HOUSTON, TX 770847310281-492-0326LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 18 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
KATY PULMONARY ASSOCIATES, P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATY PULMONARY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants10
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 | KATY PULMONARY ASSOCIATES, P.A. DEFINED BENEFIT PLAN | TraditionalDB | $4.2M | 8 | 2024 | |
| 002 | KATY PULMONARY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 10 | 2024 |
Retirement plans