Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEMATOLOGY ONCOLOGY ASSOC. OF FREDERICKSBURG, INC
EIN 54-1441458medical practiceLatest filing 2025
Plans
2
Retirement
2
$21.2M assets
Welfare
0
Participants
301
4501 EMPIRE COURT - FREDERICKSBURG, VA 22408540-371-0093casaprimor.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.2M assets / 301 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
HEMATOLOGY ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC. EMPLOYEES' DEFINED BENEFIT PLAN
CashBalance
Assets$11.0M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEMATOLOGY ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$10.2M
Participants149
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 | HEMATOLOGY ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC. EMPLOYEES' DEFINED BENEFIT PLAN | CashBalance | $11.0M | 152 | 2025 | |
| 002 | HEMATOLOGY ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $10.2M | 149 | 2025 |
Retirement plans