Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CATAWBA PEDIATRIC ASSOCIATES, P.A.
EIN 56-1168510medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
66
240 18TH STREET CIRCLE S.E. - HICKORY, NC 28602828-322-2550catawbapediatrics.netLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 66 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
CATAWBA PEDIATRIC ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$5.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CATAWBA PEDIATRIC ASSOCIATES P.A. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants29
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 | CATAWBA PEDIATRIC ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $5.7M | 37 | 2024 | |
| 002 | CATAWBA PEDIATRIC ASSOCIATES P.A. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 29 | 2025 |
Retirement plans