Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEST PLANO MEDICAL ASSOCIATES
EIN 33-1072418hospital & health careLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
21
3016 COMMUNICATIONS PARKWAY, SUITE 100 - PLANO, TX 75093972-312-8429sharandimd.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 21 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
WEST PLANO MEDICAL ASSOCIATES 401(K)PLAN
401k
Assets$982K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST PLANO MEDICAL ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$538K
Participants9
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 | WEST PLANO MEDICAL ASSOCIATES 401(K)PLAN | 401k | $982K | 12 | 2025 | |
| 002 | WEST PLANO MEDICAL ASSOCIATES CASH BALANCE PLAN | CashBalance | $538K | 9 | 2024 |
Retirement plans