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  2. AUGUSTA FAMILY MEDICINE, PA
Sponsor portfolio

AUGUSTA FAMILY MEDICINE, PA

EIN 76-0633426-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$927K assets
Welfare
0
Participants
14
2951 CHIMNEY ROCK RD SUITE D - HOUSTON, TX 77056713-977-2970LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$766K - 3 part#001401k-$160K - 11 part

Retirement portfolio analytics

2 plans aggregated / $927K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $927KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)3
Total 14Click 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#002

AUGUSTA FAMILY MEDICINE CASH BALANCE PLAN

CashBalance

Assets$766K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

AUGUSTA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN

401k

Assets$160K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AUGUSTA FAMILY MEDICINE CASH BALANCE PLANCashBalance$766K32025
001AUGUSTA FAMILY MEDICINE 401(K) PROFIT SHARING PLAN401k$160K112025
Retirement plans
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