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  2. GARD FAMILY MEDICAL PRACTICE, PLLC
Sponsor portfolio

GARD FAMILY MEDICAL PRACTICE, PLLC

EIN 81-1052635-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$613K assets
Welfare
0
Participants
23
8132 OKEECHOBEE BOULEVARD, SUITE A - LANTANA, FL 33462561-585-9619
Plans on this EIN
2 filings
#002CashBalance-$355K - 11 part#001401k-$259K - 12 part

Retirement portfolio analytics

2 plans aggregated / $613K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • MEDICAL PRACTICE 401(K) (#001)42%
Total $613KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL PRACTICE 401(K) (#001)12
  • CASH BALANCE PLAN (#002)11
Total 23Click 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

GARD FAMILY MEDICAL PRACTICE CASH BALANCE PLAN

CashBalance

Assets$355K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GARD FAMILY MEDICAL PRACTICE 401(K) PLAN

401k

Assets$259K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GARD FAMILY MEDICAL PRACTICE CASH BALANCE PLANCashBalance$355K112025
001GARD FAMILY MEDICAL PRACTICE 401(K) PLAN401k$259K122025
Retirement plans
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