Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C.
EIN 27-3656203Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
35
2020 CANYON ROAD, SUITE 200 - VESTAVIA HILLS, AL 352161959205-877-9191
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 35 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
POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) PLAN
401k
Assets$4.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants13
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 | POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) PLAN | 401k | $4.4M | 22 | 2025 | |
| 002 | POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 13 | 2025 |
Retirement plans