Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH DANIELS DO PA
EIN 36-4523608Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
28
6311 SOUTHWEST BLVD - FORT WORTH, TX 76132817-925-5262
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 28 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#003
SOUTHWEST ORTHOPEDIC ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHWEST ORTHOPEDIC ASSOCIATES 401(K) PLAN
401k
Assets$627K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOUTHWEST ORTHOPEDIC ASSOCIATES CASH BALANCE PLAN | CashBalance | $2.4M | 15 | 2024 | |
| 002 | SOUTHWEST ORTHOPEDIC ASSOCIATES 401(K) PLAN | 401k | $627K | 13 | 2025 |
Retirement plans