Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESLEY CHAPEL MEDICAL CARE
EIN 80-0270806Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
28
2800 WINDGUARD CIRCLE, SUITE 102 - WESLEY CHAPEL, FL 33544813-345-8515davisspine.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 28 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
WESLEY CHAPEL MEDICAL RETIREMENT PLAN
CashBalance
Assets$973K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WESLEY CHAPEL MEDICAL 401(K) PROFIT SHARING PLAN
401k
Assets$311K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESLEY CHAPEL MEDICAL RETIREMENT PLAN | CashBalance | $973K | 12 | 2024 | |
| 001 | WESLEY CHAPEL MEDICAL 401(K) PROFIT SHARING PLAN | 401k | $311K | 16 | 2024 |
Retirement plans