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Sponsor portfolio

AW MEDICAL LLC

EIN 47-4256456-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$450K assets
Welfare
0
Participants
11
9180 E. DESERT COVE AVE SUITE 103 - SCOTTSDALE, AZ 85260480-477-7726
Plans on this EIN
2 filings
#002CashBalance-$313K - 5 part#003401k-$137K - 6 part

Retirement portfolio analytics

2 plans aggregated / $450K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#003)30%
Total $450KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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#002

AW MEDICAL LLC CASH BALANCE PLAN

CashBalance

Assets$313K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AW MEDICAL LLC 401(K) PROFIT SHARING PLAN

401k

Assets$137K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AW MEDICAL LLC CASH BALANCE PLANCashBalance$313K52024
003AW MEDICAL LLC 401(K) PROFIT SHARING PLAN401k$137K62024
Retirement plans
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