Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN ONCOLOGY SPECIALISTS, PLLC
EIN 27-2598523medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
90
9930 KINCEY AVE. STE 165 - HUNTERSVILLE, NC 28078704-579-2995southernoncology.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 90 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
SOUTHERN ONCOLOGY SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHERN ONCOLOGY SPECIALISTS, PLLC CBP
CashBalance
Assets$1.8M
Participants37
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 | SOUTHERN ONCOLOGY SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 53 | 2024 | |
| 002 | SOUTHERN ONCOLOGY SPECIALISTS, PLLC CBP | CashBalance | $1.8M | 37 | 2024 |
Retirement plans