Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTH CONCEPTS PARTNERS INC.
EIN 22-3499491Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.6M assets
Welfare
0
Participants
51
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.6M assets / 51 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#002
HEALTH CONCEPTS PARTNERS INC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$5.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEALTH CONCEPTS PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.6M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALTH CONCEPTS PARTNERS INC DEFINED BENEFIT PENSION PLAN | CashBalance | $5.0M | 19 | 2025 | |
| 001 | HEALTH CONCEPTS PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.6M | 32 | 2024 |
Retirement plans
Welfare plans