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Sponsor portfolio

VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C.

EIN 58-1844895-medical practice-Latest filing 2024
Plans
2
Retirement
2
$18.4M assets
Welfare
0
Participants
265
2412 NORTH OAK STREET - VALDOSTA, GA 31602229-244-1400valdostafamilymedicine.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$15.1M - 190 part#002CashBalance-$3.4M - 75 part

Retirement portfolio analytics

2 plans aggregated / $18.4M assets / 265 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $18.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY82%
  • (Not disclosed)18%
Total $18.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)190
  • CASH BALANCE PLAN (#002)75
Total 265Click 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#001

VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$15.1M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALDOSTA FAMILY MEDICINE ASSOCIATES P.C. CASH BALANCE PLAN

CashBalance

Assets$3.4M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN401k$15.1M1902024
002VALDOSTA FAMILY MEDICINE ASSOCIATES P.C. CASH BALANCE PLANCashBalance$3.4M752024
Retirement plans
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