Sponsor portfolio
JAMES M. KOERTEN, MD
EIN 62-1238118Health Care and Social AssistanceLatest filing 2024
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
1
1102 FOXWOOD DRIVE - SEVIERVILLE, TN 37862865-453-7717
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES M. KOERTEN, MD RETIREMENT PLAN & TRUST | ProfitSharing | $3.5M | 1 | 2024 |
Retirement plans