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Sponsor portfolio

PHYSICIANS MARKETING SOLUTIONS, INC.

EIN 30-0214516-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
6
3800 WALDO AVENUE, #7F - BRONX, NY 10463917-749-6251physiciansmarketingsolutions.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 2 part#001401k-$1.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • PROFIT SHARING PLAN (#001)38%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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

PHYSICIANS MARKETING SOLUTIONS, INC. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHYSICIANS MARKETING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHYSICIANS MARKETING SOLUTIONS, INC. CASH BALANCE PLANCashBalance$2.6M22025
001PHYSICIANS MARKETING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN401k$1.6M42025
Retirement plans
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