Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST NEUROSPINE INSTITUTE, P.A.
EIN 26-2906915Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 11 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
SOUTHWEST NEUROSPINE INSTITUTE, P.A. PENSION PLAN
CashBalance
Assets$6.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHWEST NEUROSPINE INSTITUTE RETIREMENT TRUST
401k
Assets$2.0M
Participants6
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 | SOUTHWEST NEUROSPINE INSTITUTE, P.A. PENSION PLAN | CashBalance | $6.3M | 5 | 2025 | |
| 001 | SOUTHWEST NEUROSPINE INSTITUTE RETIREMENT TRUST | 401k | $2.0M | 6 | 2025 |
Retirement plans