Assets by plan
Share of aggregate retirement assets
Filings through .
Palmetto Internal Medicine and Primary Care PA
EIN 27-3243242medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Health & Benefits
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 27 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PALMETTO INTERNAL MEDICINE AND PRIMARY CARE, PA 401(K) PLAN
401(k)
Assets$3.7M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PALMETTO INTERNAL MEDICINE AND PRIMARY CARE, P.A. CASH BALANCE PLAN
Cash balance
Assets$2.5M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PALMETTO INTERNAL MEDICINE AND PRIMARY CARE, PA 401(K) PLAN | 401(k) | $3.7M | 16 | 2025 |
| #002 | PALMETTO INTERNAL MEDICINE AND PRIMARY CARE, P.A. CASH BALANCE PLAN | Cash balance | $2.5M | 11 | 2025 |
- #001 · 401(k) · 202516
- #002 · Cash balance · 202511
Retirement plans