Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $7.5M assets / 103 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JONES FAMILY MEDICINE CLINIC, PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $4.9M | 68 | 2025 |
| #002 | JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN | Cash balance | $2.6M | 35 | 2024 |