Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRISTATE PREVENTIVE HEALTH CONSULTANTS, LLC
EIN 61-1524480medical practiceLatest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 7 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
TRISTATE PREVENTIVE HEALTH CONSULTANTS, LLC RETIREMENT PLAN
401k
Assets$5.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRISTATE PREVENTATIVE HEALTH CONSULTANTS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.7M
Participants2
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 | TRISTATE PREVENTIVE HEALTH CONSULTANTS, LLC RETIREMENT PLAN | 401k | $5.6M | 5 | 2025 | |
| 002 | TRISTATE PREVENTATIVE HEALTH CONSULTANTS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.7M | 2 | 2024 |
Retirement plans