PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DR. DIANA GHELBER PA DBA INSTITUTE FOR ADVANCED PSYCHIATRY
Sponsor portfolio

DR. DIANA GHELBER PA DBA INSTITUTE FOR ADVANCED PSYCHIATRY

EIN 27-3067301-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
14
6800 HARRIS PARKWAY, STE. 200 - FORT WORTH, TX 76132832-671-1375
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 6 part#001401k-$352K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#002)82%
  • ADVANCED PSYCHIATRY 401(K) (#001)18%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVANCED PSYCHIATRY 401(K) (#001)8
  • CASH BALANCE PLAN (#002)6
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

INSTITUTE FOR ADVANCED PSYCHIATRY CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INSTITUTE FOR ADVANCED PSYCHIATRY 401(K) PLAN

401k

Assets$352K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INSTITUTE FOR ADVANCED PSYCHIATRY CASH BALANCE PLANCashBalance$1.6M62024
001INSTITUTE FOR ADVANCED PSYCHIATRY 401(K) PLAN401k$352K82024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica