Assets by plan
Share of aggregate retirement assets
Filings through .
Southwest Neurology & Sleep Medicine, LLC
EIN 27-3992837medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
4
2401 WEST GLENDALE AVE, SUITE 203 - PHOENIX, AZ 85021602-772-5770LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 4 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
SOUTHWEST NEUROLOGY & SLEEP MEDICINE, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.2M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOUTHWEST NEUROLOGY & SLEEP MEDICINE, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$325K
Participants2
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 | SOUTHWEST NEUROLOGY & SLEEP MEDICINE, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.2M | 2 | 2024 |
| #002 | SOUTHWEST NEUROLOGY & SLEEP MEDICINE, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $325K | 2 | 2024 |
- #001 · Traditional DB · 20242
- #002 · 401(k) · 20242
Retirement plans