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Sponsor portfolio

FRIENDS AND FAMILY MEDICAL ASSOCIATES, LLC

EIN 27-2525929-medical practice-Latest filing 2024
Plans
2
Retirement
2
$851K assets
Welfare
0
Participants
14
3037 LANDOVER BOULEVARD - SPRING HILL, FL 346087260352-530-5913LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$436K - 7 part#001401k-$415K - 7 part

Retirement portfolio analytics

2 plans aggregated / $851K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • ASSOCIATES, LLC 401(K) (#001)49%
Total $851KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • ASSOCIATES, LLC 401(K) (#001)7
Total 14Click 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#002

FRIENDS AND FAMILY MEDICAL ASSOCIATES, LLC CASH BALANCE PLAN

CashBalance

Assets$436K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRIENDS AND FAMILY MEDICAL ASSOCIATES, LLC 401(K) PLAN

401k

Assets$415K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRIENDS AND FAMILY MEDICAL ASSOCIATES, LLC CASH BALANCE PLANCashBalance$436K72024
001FRIENDS AND FAMILY MEDICAL ASSOCIATES, LLC 401(K) PLAN401k$415K72024
Retirement plans
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