Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD R. M. FRANCIS, M.D., P.A.
EIN 33-1040259Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
136
9301 SOUTHWEST FREEWAY, SUITE 600 - HOUSTON, TX 77074713-203-1645
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 136 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RICHARD R. M. FRANCIS, M.D., P.A. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN
401k
Assets$2.0M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RICHARD R. M. FRANCIS, M.D., P.A. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.9M | 25 | 2024 | |
| 002 | RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN | 401k | $2.0M | 111 | 2024 |
Retirement plans