Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOMMIE SIMON, MD, PLLC
EIN 82-4374830Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
19
6401 SW LEE BLVD - LAWTON, OK 73505580-699-5139
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 19 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#001
TOMMIE SIMON, MD, PLLC RETIREMENT SAVINGS PLAN
401k
Assets$910K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHOICE RHEUMATOLOGY CASH BALANCE PLAN
TraditionalDB
Assets$555K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOMMIE SIMON, MD, PLLC RETIREMENT SAVINGS PLAN | 401k | $910K | 10 | 2025 | |
| 002 | CHOICE RHEUMATOLOGY CASH BALANCE PLAN | TraditionalDB | $555K | 9 | 2025 |
Retirement plans