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  2. FAMILY ASTHMA ALLERGY & IMMUNOLOGY, LLC
Sponsor portfolio

FAMILY ASTHMA ALLERGY & IMMUNOLOGY, LLC

EIN 27-4599569-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
13
3321 WEST ESPLANADE AVE. SOUTH - METAIRIE, LA 70002225-456-4041drtammyharvey.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$862K - 5 part#001401k-$457K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CLINIC RETIREMENT PLAN (#002)65%
  • PROFIT SHARING PLAN (#001)35%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CLINIC RETIREMENT PLAN (#002)5
Total 13Click 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#002

FAMILY ASTHMA ALLERGY & IMMUNOLOGY CLINIC RETIREMENT PLAN

CashBalance

Assets$862K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

FAMILY ASTHMA ALLERGY & IMMUNOLOGY CLINIC PROFIT SHARING PLAN

401k

Assets$457K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FAMILY ASTHMA ALLERGY & IMMUNOLOGY CLINIC RETIREMENT PLANCashBalance$862K52024
001FAMILY ASTHMA ALLERGY & IMMUNOLOGY CLINIC PROFIT SHARING PLAN401k$457K82025
Retirement plans
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