Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#005)$13.6M
Filings through .
2 plans aggregated / $46.0M assets / 146 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.
403(b)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | PREMIER MEDICAL ALLIANCE, LLC RETIREMENT TRUST | 403(b) | $32.4M | 96 | 2025 |
| #005 | PREMIER MEDICAL ALLIANCE, LLC CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $13.6M | 50 | 2025 |