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Sponsor portfolio

MEDCARE MSO LLC

EIN 46-1160421-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$474K assets
Welfare
0
Participants
16
150 WASHINGTON #201 - SANTA FE, NM 87501800-640-6409
Plans on this EIN
2 filings
#002CashBalance-$420K - 7 part#001ProfitSharing-$54K - 9 part

Retirement portfolio analytics

2 plans aggregated / $474K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#002)89%
  • PROFIT SHARING PLAN (#001)11%
Total $474KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)7
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEDCARE CASH BALANCE PLAN

CashBalance

Assets$420K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEDCARE MSO LLC PROFIT SHARING PLAN

ProfitSharing

Assets$54K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEDCARE CASH BALANCE PLANCashBalance$420K72024
001MEDCARE MSO LLC PROFIT SHARING PLANProfitSharing$54K92024
Retirement plans
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