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Sponsor portfolio

KIDNEY AND HYPERTENSION PHYSICIAN PC

EIN 27-3239955-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
53 ELIZABETH DR - LOCKPORT, NY 140945226716-912-9595LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 4 part#001401k-$369K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • HYPERTENSION PHYSICIAN 401(K) (#001)20%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HYPERTENSION PHYSICIAN 401(K) (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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

KIDNEY AND HYPERTENSION PHYSICIAN PC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

KIDNEY AND HYPERTENSION PHYSICIAN 401(K) PLAN

401k

Assets$369K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KIDNEY AND HYPERTENSION PHYSICIAN PC CASH BALANCE PLANCashBalance$1.5M42025
001KIDNEY AND HYPERTENSION PHYSICIAN 401(K) PLAN401k$369K92024
Retirement plans
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