Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $53.4M assets / 2,791 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)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARBON HEALTH 401(K) PLAN | 401(k) | $50.6M | 2,787 | 2025 |
| #002 | DIRECT URGENT CARE, INC. 401(K) PLAN | 401(k) | $2.8M | 4 | 2025 |