Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
ANNA WOOTEN MD PC
EIN 26-2987893Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
21
2605 NICHOLSON RD STE 1210 - SEWICKLEY, PA 151438896724-759-7777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 21 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
ANNA WOOTEN MD PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ANNA WOOTEN, MD, PC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANNA WOOTEN MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.2M | 12 | 2025 | |
| 002 | ANNA WOOTEN, MD, PC CASH BALANCE PLAN | CashBalance | $1.4M | 9 | 2024 |
Retirement plans