Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. JAMES PRIMARY CARE, APMC
EIN 72-1468639medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 31 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
ST. JAMES PRIMARY CARE 401(K) PLAN
401k
Assets$8.4M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ST. JAMES PRIMARY CARE CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. JAMES PRIMARY CARE 401(K) PLAN | 401k | $8.4M | 29 | 2025 | |
| 002 | ST. JAMES PRIMARY CARE CASH BALANCE PLAN | CashBalance | $1.5M | 2 | 2024 |
Retirement plans