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Sponsor portfolio

PRIME RHEUMATOLOGY CLINIC, PLLC

EIN 47-3114702-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
9
3068 COLLEGE PARK DR. SUITE A - CONROE, TX 77384832-821-5550
Plans on this EIN
2 filings
#001401k-$787K - 4 part#002CashBalance-$706K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PRIME RHEUMATOLOGY 401(K) (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PRIME RHEUMATOLOGY 401(K) (#001)4
Total 9Click 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

PRIME RHEUMATOLOGY 401(K) PLAN

401k

Assets$787K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PRIME RHEUMATOLOGY CASH BALANCE PLAN

CashBalance

Assets$706K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRIME RHEUMATOLOGY 401(K) PLAN401k$787K42025
002PRIME RHEUMATOLOGY CASH BALANCE PLANCashBalance$706K52025
Retirement plans
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