Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRI STATE MEDICAL SPECIALISTS, LLC
EIN 27-1046801Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$422K assets
Welfare
0
Participants
59
1510 WAGON WHEEL LANE STE 110 - FORT MOHAVE, AZ 864266698760-326-7162
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $422K assets / 59 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
TRI STATE MEDICAL SPECIALISTS, LLC 401(K) PLAN
401k
Assets$333K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRI-STATE MEDICAL SPECIALISTS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$89K
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI STATE MEDICAL SPECIALISTS, LLC 401(K) PLAN | 401k | $333K | 16 | 2024 | |
| 002 | TRI-STATE MEDICAL SPECIALISTS, LLC CASH BALANCE PENSION PLAN | CashBalance | $89K | 43 | 2024 |
Retirement plans