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Sponsor portfolio

COMPREHENSIVE MEDICAL & LOCUM ASSOCIATES, S.C.

EIN 81-4301022-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
13
7235 W. APPLETON AVENUE - MILWAUKEE, WI 53216414-305-3422LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.3M - 7 part#002CashBalance-$987K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • S.C. RETIREMENT Savings (#001)56%
  • PLAN AND TRUST (#002)44%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • S.C. RETIREMENT Savings (#001)7
  • PLAN AND TRUST (#002)6
Total 13Click 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

COMPREHENSIVE MEDICAL & LOCUM ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN

401k

Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

COMPREHENSIVE MEDICAL & LOCUM ASSOCIATES, S.C. (F/K/A) TAHA MEDICAL CENTER, S.C.. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$987K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMPREHENSIVE MEDICAL & LOCUM ASSOCIATES, S.C. RETIREMENT SAVINGS PLAN401k$1.3M72025
002COMPREHENSIVE MEDICAL & LOCUM ASSOCIATES, S.C. (F/K/A) TAHA MEDICAL CENTER, S.C.. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$987K62024
Retirement plans
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