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Sponsor portfolio

PHYSICIANS EXPRESS

EIN 20-4960220-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
41
2000 W. MAIN STREET, SUITE M - ST. CHARLES, IL 60174630-803-6021physiciansexpress.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 11 part#001401k-$2.2M - 30 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • PROFIT SHARING PLAN (#001)47%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)30
  • CASH BALANCE PLAN (#002)11
Total 41Click 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

PHYSICIANS EXPRESS CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHYSICIANS EXPRESS 401(K) PROFIT SHARING PLAN

401k

Assets$2.2M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHYSICIANS EXPRESS CASH BALANCE PLANCashBalance$2.4M112025
001PHYSICIANS EXPRESS 401(K) PROFIT SHARING PLAN401k$2.2M302025
Retirement plans
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