Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES J MAHONEY D.O.P.A. DBA DR. J EXCEPTIONAL MEDICINE
EIN 76-0355652Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
17
550 NORTH CARROLL AVENUE - SOUTHLAKE, TX 76092817-800-8010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 17 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
DR. J EXCEPTIONAL MEDICINE 401(K) PLAN
401k
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. J EXCEPTIONAL MEDICINE CASH BALANCE PLAN
CashBalance
Assets$381K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DR. J EXCEPTIONAL MEDICINE 401(K) PLAN | 401k | $1.1M | 10 | 2024 | |
| 002 | DR. J EXCEPTIONAL MEDICINE CASH BALANCE PLAN | CashBalance | $381K | 7 | 2024 |
Retirement plans