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  2. INSTITUTE FOR ASTHMA & ALLERGY,
Sponsor portfolio

INSTITUTE FOR ASTHMA & ALLERGY,

EIN 52-1984329-medical practice-Latest filing 2025
Plans
2
Retirement
2
$16.2M assets
Welfare
0
Participants
97
11002 VEIRS MILL ROAD SUITE 414 - WHEATON, MD 20902301-962-5800allergyasthma.usLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$13.0M - 55 part#002CashBalance-$3.2M - 42 part

Retirement portfolio analytics

2 plans aggregated / $16.2M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $16.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)55
  • CASH BALANCE PLAN (#002)42
Total 97Click 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

INSTITUTE FOR ASTHMA & ALLERGY, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$13.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INSTITUTE FOR ASTHMA AND ALLERGY P.C. CASH BALANCE PLAN

CashBalance

Assets$3.2M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INSTITUTE FOR ASTHMA & ALLERGY, P.C. 401(K) PROFIT SHARING PLAN401k$13.0M552025
002INSTITUTE FOR ASTHMA AND ALLERGY P.C. CASH BALANCE PLANCashBalance$3.2M422024
Retirement plans
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