Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.6M assets / 54 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.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ADVANCE MEDICAL OFFICE, P.C. DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.3M | 27 | 2025 |
| #004 | ADVANCE MEDICAL OFFICE, P.C. PROFIT SHARING PLAN | 401(k) | $1.3M | 27 | 2025 |