Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
DR. SIMONDS WEIGHT LOSS, PLLC
EIN 33-1190823medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
34
6905 FAYETTEVILLE ROAD, SUITE 201 - DURHAM, NC 27713919-490-8899LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 34 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
DR. SIMONDS WEIGHT LOSS, PLLC 401(K) PLAN
401k
Assets$3.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. SIMONDS WEIGHT LOSS, PLLC CASH BALANCE PLAN
CashBalance
Assets$588K
Participants15
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 | DR. SIMONDS WEIGHT LOSS, PLLC 401(K) PLAN | 401k | $3.8M | 19 | 2025 | |
| 002 | DR. SIMONDS WEIGHT LOSS, PLLC CASH BALANCE PLAN | CashBalance | $588K | 15 | 2025 |
Retirement plans