Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST FLORIDA MEDICINE PLLC
EIN 81-4640476medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
13
7707 CAMDEN HARBOUR DRIVE - BRADENTON, FL 34209813-870-0060swflmd.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 13 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
SOUTHWEST FLORIDA MEDICINE PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHWEST FLORIDA MEDICINE, 401(K) PLAN
401k
Assets$337K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHWEST FLORIDA MEDICINE PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 3 | 2024 | |
| 001 | SOUTHWEST FLORIDA MEDICINE, 401(K) PLAN | 401k | $337K | 10 | 2024 |
Retirement plans