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  2. FOOT & ANKLE ASSOCIATES, PLLC
Sponsor portfolio

FOOT & ANKLE ASSOCIATES, PLLC

EIN 56-2098460-medical practice-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
69
143 JOE KNOX AVENUE, SUITE 100 - MOORESVILLE, NC 28117704-662-3660LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#004401k-$2.8M - 36 part#003CashBalance-$2.2M - 33 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • AND ANKLE ASSOCIATES (#004)57%
  • CASH BALANCE PENSION (#003)43%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND ANKLE ASSOCIATES (#004)36
  • CASH BALANCE PENSION (#003)33
Total 69Click 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#004

RETIREMENT INCOME SECURITY PLAN-FOOT AND ANKLE ASSOCIATES

401k

Assets$2.8M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FOOT & ANKLE ASSOCIATES, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004RETIREMENT INCOME SECURITY PLAN-FOOT AND ANKLE ASSOCIATES401k$2.8M362025
003FOOT & ANKLE ASSOCIATES, PLLC CASH BALANCE PENSION PLANCashBalance$2.2M332024
Retirement plans
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