Assets by plan
Share of aggregate retirement assets
Filings through .
Tri State Medical Specialists, LLC
EIN 27-1046801Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$459K assets
Health & Benefits
0
Participants
58
1510 WAGON WHEEL LANE STE 110 - FORT MOHAVE, AZ 864266698760-326-7162
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $459K assets / 58 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TRI STATE MEDICAL SPECIALISTS, LLC 401(K) PLAN
401(k)
Assets$370K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TRI-STATE MEDICAL SPECIALISTS, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$89K
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRI STATE MEDICAL SPECIALISTS, LLC 401(K) PLAN | 401(k) | $370K | 15 | 2025 |
| #002 | TRI-STATE MEDICAL SPECIALISTS, LLC CASH BALANCE PENSION PLAN | Cash balance | $89K | 43 | 2024 |
- #001 · 401(k) · 202515
- #002 · Cash balance · 202443
Retirement plans