Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
PERSONAL HEALTH MD, LLC
EIN 27-1572650medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
137 NEWBURY STREET, 6TH FLOOR - BOSTON, MA 02116617-585-1500personalhealthmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 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
PERSONAL HEALTH MD, LLC RETIREMENT PLAN
TraditionalDB
Assets$1.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PERSONAL HEALTH MD, LLC 401(K) PLAN
401k
Assets$595K
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 | PERSONAL HEALTH MD, LLC RETIREMENT PLAN | TraditionalDB | $1.0M | 3 | 2024 | |
| 001 | PERSONAL HEALTH MD, LLC 401(K) PLAN | 401k | $595K | 7 | 2024 |
Retirement plans