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Sponsor portfolio

WEISZ MEDICAL SERVICES, LLC

EIN 81-4444632-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$355K assets
Welfare
0
Participants
4
7143 WINDING BAY LANE - WEST PALM BEACH, FL 33412561-802-7999
Plans on this EIN
2 filings
#002CashBalance-$199K - 2 part#001401k-$157K - 2 part

Retirement portfolio analytics

2 plans aggregated / $355K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • MEDICAL SERVICES 401(K) (#001)44%
Total $355KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • MEDICAL SERVICES 401(K) (#001)2
Total 4Click 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

WEISZ MEDICAL SERVICES CASH BALANCE PLAN

CashBalance

Assets$199K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WEISZ MEDICAL SERVICES 401(K) PLAN

401k

Assets$157K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEISZ MEDICAL SERVICES CASH BALANCE PLANCashBalance$199K22024
001WEISZ MEDICAL SERVICES 401(K) PLAN401k$157K22024
Retirement plans
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