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Sponsor portfolio

BEAUMONT BONE & JOINT INSTITUTE, P.A.

EIN 74-1708582-medical practice-Latest filing 2024
Plans
2
Retirement
2
$33.5M assets
Welfare
0
Participants
94
3650 LAUREL - BEAUMONT, TX 77707409-236-8098bbji.netLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#007401k-$20.0M - 55 part#001TraditionalDB-$13.4M - 39 part

Retirement portfolio analytics

2 plans aggregated / $33.5M assets / 94 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • P.A. 401K PLAN (#007)60%
  • INSTITUTE, P.A. PENSION (#001)40%
Total $33.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.A. 401K PLAN (#007)55
  • INSTITUTE, P.A. PENSION (#001)39
Total 94Click 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#007

BEAUMONT BONE & JOINT INST, P.A. 401K PLAN

401k

Assets$20.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BEAUMONT BONE & JOINT INSTITUTE, P.A. PENSION PLAN

TraditionalDB

Assets$13.4M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007BEAUMONT BONE & JOINT INST, P.A. 401K PLAN401k$20.0M552024
001BEAUMONT BONE & JOINT INSTITUTE, P.A. PENSION PLANTraditionalDB$13.4M392024
Retirement plans
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