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  2. AMY L. WOODRUFF MD, PA
Sponsor portfolio

AMY L. WOODRUFF MD, PA

EIN 20-3996743-medical practice-Latest filing 2025
Plans
2
Retirement
2
$577K assets
Welfare
0
Participants
14
6624 FANNIN SUITE 1920 - HOUSTON, TX 77030713-795-5014LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$487K - 5 part#001401k-$90K - 9 part

Retirement portfolio analytics

2 plans aggregated / $577K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • MD, PA 401(K) (#001)16%
Total $577KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PA 401(K) (#001)9
  • CASH BALANCE PLAN (#002)5
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMY WOODRUFF CASH BALANCE PLAN

CashBalance

Assets$487K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMY L. WOODRUFF MD, PA 401(K) PLAN

401k

Assets$90K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMY WOODRUFF CASH BALANCE PLANCashBalance$487K52025
001AMY L. WOODRUFF MD, PA 401(K) PLAN401k$90K92025
Retirement plans
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