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Sponsor portfolio

BRADSHAW MEDICAL CLINIC

EIN 55-0701291-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
17
P O BOX 240 - BRADSHAW, WV 24817304-967-5034
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 7 part#001401k-$184K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CASH BALANCE PLAN (#002)93%
  • CLINIC 401(K)/PROFIT SHARING (#001)7%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC 401(K)/PROFIT SHARING (#001)10
  • CASH BALANCE PLAN (#002)7
Total 17Click 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

BRADSHAW MEDICAL CLINIC CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BRADSHAW MEDICAL CLINIC 401(K)/PROFIT SHARING

401k

Assets$184K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRADSHAW MEDICAL CLINIC CASH BALANCE PLANCashBalance$2.6M72024
001BRADSHAW MEDICAL CLINIC 401(K)/PROFIT SHARING401k$184K102024
Retirement plans
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