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  1. Companies/
  2. Upstate Podiatry Group, P.A.

Filings through Oct 24, 2026.

Sponsor portfolio

Upstate Podiatry Group, P.A.

EIN 46-2904279-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
35
801 SOUTHEAST MAIN STREET - SIMPSONVILLE, SC 29681864-399-9070upstatepodiatry.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401(k)-$1.8M - 22 part#002Cash balance-$865K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SAFE HARBOR 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR 401(K) (#001)22
  • CASH BALANCE PLAN (#002)13
Total 35Click 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#001

UPSTATE PODIATRY GROUP, P.A. SAFE HARBOR 401(K) PLAN

401(k)

Assets$1.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

UPSTATE PODIATRY GROUP, P.A. CASH BALANCE PLAN

Cash balance

Assets$865K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UPSTATE PODIATRY GROUP, P.A. SAFE HARBOR 401(K) PLAN401(k)$1.8M222025
002UPSTATE PODIATRY GROUP, P.A. CASH BALANCE PLANCash balance$865K132025
Retirement plans
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