Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST STATE MEDICAL ASSOCIATES
EIN 20-8580437medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 31 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
FIRST STATE MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants15
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 | FIRST STATE MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 16 | 2024 | |
| 002 | FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN | CashBalance | $2.5M | 15 | 2024 |
Retirement plans