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Sponsor portfolio

COMPREHENSIVE PRIMARY CARE SPECIALISTS

EIN 65-0857575-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
27
4302 ALTON ROAD, SUITE 900 - MIAMI BEACH, FL 33140305-532-9900
Plans on this EIN
2 filings
#002401k-$8.1M - 18 part#001TraditionalDB-$2.4M - 9 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SPECIALIST GROUP 401(K) (#002)77%
  • DEFINED BENEFIT PENSION (#001)23%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIALIST GROUP 401(K) (#002)18
  • DEFINED BENEFIT PENSION (#001)9
Total 27Click 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

COMPREHENSIVE PRIMARY CARE SPECIALIST GROUP 401(K) PLAN

401k

Assets$8.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

COMPREHENSIVE PRIMARY CARE SPECIALIST GROUP DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COMPREHENSIVE PRIMARY CARE SPECIALIST GROUP 401(K) PLAN401k$8.1M182025
001COMPREHENSIVE PRIMARY CARE SPECIALIST GROUP DEFINED BENEFIT PENSION PLANTraditionalDB$2.4M92024
Retirement plans
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