Assets by plan
Share of aggregate retirement assets
- INST, P.A. 401(K) (#007)$24.5M
Filings through .
2 plans aggregated / $39.8M assets / 111 participants
Share of aggregate retirement assets
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)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #007 | BEAUMONT BONE & JOINT INST, P.A. 401(K) PLAN | 401(k) | $24.5M | 73 | 2025 |
| #001 | BEAUMONT BONE & JOINT INSTITUTE, P.A. PENSION PLAN | Traditional DB | $15.3M | 38 | 2025 |