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Sponsor portfolio

ENDOCRINE SPECIALISTS, PC

EIN 27-0667252-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
57
6855 SPRING VALLEY DRIVE, SUITE 150 - HOLLAND, OH 43528419-356-2465
Plans on this EIN
2 filings
#001401k-$3.0M - 42 part#002CashBalance-$529K - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PC 401(K) PSP (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC 401(K) PSP (#001)42
  • CASH BALANCE PLAN (#002)15
Total 57Click 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

ENDOCRINE SPECIALISTS PC 401(K) PSP

401k

Assets$3.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ENDOCRINE SPECIALISTS CASH BALANCE PLAN

CashBalance

Assets$529K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ENDOCRINE SPECIALISTS PC 401(K) PSP401k$3.0M422025
002ENDOCRINE SPECIALISTS CASH BALANCE PLANCashBalance$529K152024
Retirement plans
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