Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUCKS FAMILY MEDICINE, P.C.
EIN 23-2705697medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
72
2346 TRENTON ROAD - LEVITTOWN, PA 19056215-945-1800bucksfamilymedicine.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 72 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
BUCKS FAMILY MEDICINE 401(K) PLAN
401k
Assets$3.6M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BUCKS FAMILY MEDICINE, P. C. CASH BALANCE PLAN
CashBalance
Assets$958K
Participants22
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 | BUCKS FAMILY MEDICINE 401(K) PLAN | 401k | $3.6M | 50 | 2025 | |
| 002 | BUCKS FAMILY MEDICINE, P. C. CASH BALANCE PLAN | CashBalance | $958K | 22 | 2025 |
Retirement plans