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Sponsor portfolio

THANE MORGAN, MD, PA

EIN 75-2964271-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
22
600 S TYLER ST #2900 - AMARILLO, TX 79101806-373-7961LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.3M - 12 part#002CashBalance-$2.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MD, PA 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PA 401(K) (#001)12
  • CASH BALANCE PLAN (#002)10
Total 22Click 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#001

THANE MORGAN, MD, PA 401(K) PLAN

401k

Assets$3.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THANE MORGAN, MD, PA CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THANE MORGAN, MD, PA 401(K) PLAN401k$3.3M122024
002THANE MORGAN, MD, PA CASH BALANCE PLANCashBalance$2.0M102024
Retirement plans
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