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Sponsor portfolio

APH HOSPITALISTS, P.A.

EIN 56-2524930-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
5
18831 OAKBROOK ROAD - TYLER, TX 75703903-363-2295LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 3 part#001401k-$764K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • HOSPITALISTS, P.A. 401(K) (#001)28%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • HOSPITALISTS, P.A. 401(K) (#001)2
Total 5Click 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

APH HOSPITALISTS, P.A. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

APH HOSPITALISTS, P.A. 401(K) PLAN

401k

Assets$764K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002APH HOSPITALISTS, P.A. CASH BALANCE PLANCashBalance$1.9M32024
001APH HOSPITALISTS, P.A. 401(K) PLAN401k$764K22024
Retirement plans
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