Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $537K assets / 26 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.
Cash balance
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PM MEDICAL RETIREMENT PLAN | Cash balance | $374K | 13 | 2025 |
| #001 | PM MEDICAL PROFIT SHARING PLAN | Profit-sharing | $163K | 13 | 2025 |