Filings through .
Sponsor portfolio
Personal MD LLC
EIN 20-4965356Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
8
5121 FOREST DRIVE, SUITE D - NEW ALBANY, OH 43054614-933-9100
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERSONAL MD CONCIERGE SERVICES 401(K) PLAN | 401(k) | $1.2M | 8 | 2025 |
Retirement plans