Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $8.6M assets / 26 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
Money purchase
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | HYPERTENSION & NEPHROLOGY ASSOCIATION, P.A. 401(K) RETIREMENT PLAN | 401(k) | $8.6M | 20 | 2024 |
| #001 | HYPERTENSION & NEPHROLOGY ASSOCIATION, P.A. PENSION TRUST | Money purchase | $3K | 2 | 2024 |
| #003 | HYPERTENSION & NEPHROLOGY ASSOC., P.A. MONEY PURCHASE PENSION TRUST | Money purchase | $2K | 4 | 2024 |