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Sponsor portfolio

TOTAL HEALTH & WELLNESS OBGYN

EIN 46-3365860-medical practice-Latest filing 2025
Plans
3
Retirement
2
$376K assets
Welfare
1
Participants
28
4000 MIAMISBURG CENTERVILLE RD STE - MIAMISBURG, OH 453423674937-384-8780drrozmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$213K - 17 part#002401k-$163K - 9 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $376K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#001)57%
  • PLAN & TRUST (#002)43%
Total $376KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)17
  • PLAN & TRUST (#002)9
Total 26Click 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

TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$213K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$163K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

TOTAL HEALTH AND WELLNESS OBGYN LLC SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST401k$213K172025
002TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST401k$163K92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOTAL HEALTH AND WELLNESS OBGYN LLC SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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