Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#002)$10.6M
Filings through .
2 plans aggregated / $17.2M assets / 25 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.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PLATINUM HOSPITALISTS, LLP CASH BALANCE PLAN | Cash balance | $10.6M | 8 | 2025 |
| #001 | PLATINUM HOSPITALISTS, LLP 401(K) PLAN | 401(k) | $6.6M | 17 | 2025 |