Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INNOVATIVE FAMILY MEDICINE, LLC
EIN 83-1505340medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
INNOVATIVE FAMILY MEDICINE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$790K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INNOVATIVE FAMILY MEDICINE, LLC CASH BALANCE PLAN
CashBalance
Assets$288K
Participants4
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 | INNOVATIVE FAMILY MEDICINE, LLC 401(K) PROFIT SHARING PLAN | 401k | $790K | 4 | 2025 | |
| 002 | INNOVATIVE FAMILY MEDICINE, LLC CASH BALANCE PLAN | CashBalance | $288K | 4 | 2025 |
Retirement plans
Welfare plans