Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VITALS FAMILY MEDICINE PLLC
EIN 82-1658578Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$626K assets
Welfare
0
Participants
9
1420 W. EXCHANGE PKWY, A-120 - ALLEN, TX 75013972-521-6210
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $626K assets / 9 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
VITALS FAMILY MEDICINE PLLC PENSION PLAN
CashBalance
Assets$512K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VITALS FAMILY MEDICINE PLLC RETIREMENT PLAN
401k
Assets$114K
Participants5
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 | VITALS FAMILY MEDICINE PLLC PENSION PLAN | CashBalance | $512K | 4 | 2024 | |
| 001 | VITALS FAMILY MEDICINE PLLC RETIREMENT PLAN | 401k | $114K | 5 | 2024 |
Retirement plans