Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $18.8M assets / 148 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.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTH LINCOLN FAMILY PHYSICIANS, P.C. 401K PROFIT SHARING PLAN | 401(k) | $17.2M | 92 | 2025 |
| #003 | SOUTH LINCOLN FAMILY PHYSICIANS, P.C. CASH BALANCE PLAN | Cash balance | $1.7M | 56 | 2025 |