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  2. WYNDHURST FAMILY MEDICINE PC
Sponsor portfolio

WYNDHURST FAMILY MEDICINE PC

EIN 80-0115248-retail-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
28
102 ARCHWAY COURT - LYNCHBURG, VA 24502434-237-3664wyndhurstmed.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$4.4M - 22 part#002CashBalance-$1.5M - 6 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN & TRUST (#001)75%
  • CASH BALANCE PENSION (#002)25%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)22
  • CASH BALANCE PENSION (#002)6
Total 28Click 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

WYNDHURST FAMILY MEDICINE, PC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WYNDHURST FAMILY MEDICINE PC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WYNDHURST FAMILY MEDICINE, PC 401(K) PROFIT SHARING PLAN & TRUST401k$4.4M222025
002WYNDHURST FAMILY MEDICINE PC CASH BALANCE PENSION PLANCashBalance$1.5M62025
Retirement plans
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