Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIVE WELL FAMILY MEDICINE, PLC
EIN 46-5657271Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
33
2320 W. RAY ROAD, SUITE 1 - CHANDLER, AZ 85224480-880-3561livewellfamilymedicine.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 33 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIVE WELL FAMILY MEDICINE, PLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LIVE WELL FAMILY MEDICINE, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$699K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIVE WELL FAMILY MEDICINE, PLC CASH BALANCE PLAN | CashBalance | $1.3M | 14 | 2024 | |
| 001 | LIVE WELL FAMILY MEDICINE, PLC 401(K) PROFIT SHARING PLAN | 401k | $699K | 19 | 2024 |
Retirement plans