Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTY V. TRIMBLE M.D. P.A.
EIN 45-4913902hospital & health careLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
30
3455 LOCKE AVE, SUITE 210 - FORT WORTH, TX 76107817-487-0907LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 30 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
MONTY V. TRIMBLE M.D. P.A. PROFIT SHARING 401(K) PLAN
401k
Assets$1.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MONTY V. TRIMBLE MD PA CASH BALANCE PLAN
CashBalance
Assets$846K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTY V. TRIMBLE M.D. P.A. PROFIT SHARING 401(K) PLAN | 401k | $1.0M | 17 | 2025 | |
| 002 | MONTY V. TRIMBLE MD PA CASH BALANCE PLAN | CashBalance | $846K | 13 | 2024 |
Retirement plans