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Sponsor portfolio

WILCOX MEDICAL INC

EIN 27-4115081-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
6300 OLD FLOYDSBURG ROAD - PEWEE VALLEY, KY 40056502-523-6602
Plans on this EIN
2 filings
#001401k-$761K - 5 part#002CashBalance-$680K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • MEDICAL 401K PLAN (#001)53%
  • CASH BALANCE PENSION (#002)47%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL 401K PLAN (#001)5
  • CASH BALANCE PENSION (#002)4
Total 9Click 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#001

WILCOX MEDICAL 401K PLAN

401k

Assets$761K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILCOX MEDICAL INC CASH BALANCE PENSION PLAN

CashBalance

Assets$680K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILCOX MEDICAL 401K PLAN401k$761K52025
002WILCOX MEDICAL INC CASH BALANCE PENSION PLANCashBalance$680K42024
Retirement plans
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