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Sponsor portfolio

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC

EIN 26-2228228-medical practice-Latest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
5
5065 N PALISADES ROAD - WHITEFISH BAY, WI 53217414-840-0198pulmonarycc.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$4.5M - 3 part#002CashBalance-$1.7M - 2 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • ASSOCIATES, SC 401(K) (#001)73%
  • PLAN AND TRUST (#002)27%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, SC 401(K) (#001)3
  • PLAN AND TRUST (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC 401(K) PLAN

401k

Assets$4.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C. CASH BALANCE PLAN AND TRUST

CashBalance

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREATER MILWAUKEE CRITICAL CARE AND PULMONARY ASSOCIATES, SC 401(K) PLAN401k$4.5M32025
002GREATER MILWAUKEE CRITICAL CARE & PULMONARY ASSOCIATES, S.C. CASH BALANCE PLAN AND TRUSTCashBalance$1.7M22024
Retirement plans
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