Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $26.0M assets / 303 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PRIVATE MEDICAL 401(K) PLAN | 401(k) | $22.2M | 244 | 2025 |
| #002 | PRIVATE MEDICAL SERVICES, INC. CASH BALANCE PENSION PLAN | Cash balance | $3.8M | 59 | 2025 |