Assets by plan
Share of aggregate retirement assets
Filings through .
Powell Orthopedics & Sports Medicine, P.C.
EIN 27-3656203Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Health & Benefits
0
Participants
35
2020 CANYON ROAD, SUITE 200 - VESTAVIA HILLS, AL 35216205-877-9191
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 35 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
POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) PLAN
401(k)
Assets$4.4M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants13
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 | POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. 401(K) PLAN | 401(k) | $4.4M | 22 | 2025 |
| #002 | POWELL ORTHOPEDICS & SPORTS MEDICINE, P.C. CASH BALANCE PLAN | Cash balance | $1.6M | 13 | 2025 |
- #001 · 401(k) · 202522
- #002 · Cash balance · 202513
Retirement plans