Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN F. KOZLOVSKY, M.D.
EIN 74-2961321Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
59
2929 MOSSROCK, SUITE 104 - SAN ANTONIO, TX 78230210-377-0350
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 59 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#002
JOHN F. KOZLOVSKY, M.D. 401(K) PROFIT SHARING PLAN
401k
Assets$3.7M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN
CashBalance
Assets$51K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN F. KOZLOVSKY, M.D. 401(K) PROFIT SHARING PLAN | 401k | $3.7M | 27 | 2025 | |
| 003 | JOHN F. KOZLOVSKY, M.D. CASH BALANCE PLAN | CashBalance | $51K | 32 | 2024 |
Retirement plans