Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREATWOOD PRIMARY & PREVENTATIVE CARE PLLC
EIN 27-0601463medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
15
1628 CRABB RIVER RD - RICHMOND, TX 77469281-545-8090greatwoodprimarycare.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 15 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
GREATWOOD PRIMARY & PREVENTATIVE CARE CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREATWOOD PRIMARY & PREVENTATIVE CARE RETIREMENT PLAN
ProfitSharing
Assets$78K
Participants7
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 | GREATWOOD PRIMARY & PREVENTATIVE CARE CASH BALANCE PLAN | CashBalance | $1.1M | 8 | 2024 | |
| 001 | GREATWOOD PRIMARY & PREVENTATIVE CARE RETIREMENT PLAN | ProfitSharing | $78K | 7 | 2025 |
Retirement plans