Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRINITY SURGICAL ASSOCIATES, P.A.
EIN 27-1849704medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
11
8141 BELLARUS WAY, SUITE 102 - NEW PORT RICHEY, FL 34655727-845-1406LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 11 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
TRINITY SURGICAL ASSOCIATES, P.A. 401(K)PROFIT SHARING PLAN
401k
Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants5
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 | TRINITY SURGICAL ASSOCIATES, P.A. 401(K)PROFIT SHARING PLAN | 401k | $1.9M | 6 | 2025 | |
| 002 | TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2025 |
Retirement plans