Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONTGOMERY FAMILY MEDICINE ASSOCIATES, P.C.
EIN 52-1638204Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$22.2M assets
Welfare
0
Participants
58
2415 MUSGROVE ROAD, SUITE 105 - SILVER SPRING, MD 20904301-989-0193mfmaprimarycare.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.2M assets / 58 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#001
MONTGOMERY FAMILY MEDICINE ASSOCIATES, P.C. PROFIT SHARING PLAN
401k
Assets$17.5M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONTGOMERY FAMILY MEDICINE ASSOCIATES, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY FAMILY MEDICINE ASSOCIATES, P.C. PROFIT SHARING PLAN | 401k | $17.5M | 33 | 2024 | |
| 002 | MONTGOMERY FAMILY MEDICINE ASSOCIATES, P.C. CASH BALANCE PENSION PLAN | CashBalance | $4.7M | 25 | 2024 |
Retirement plans