Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POOLE JOINT REPLACEMENT SPECIALISTS
EIN 83-2512330medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 20 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
POOLE JOINT REPLACEMENT SPECIALISTS 401(K) PLAN
401k
Assets$4.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
POOLE JOINT REPLACEMENT SPECIALISTS CASH BALANCE PLAN
CashBalance
Assets$880K
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 | POOLE JOINT REPLACEMENT SPECIALISTS 401(K) PLAN | 401k | $4.5M | 10 | 2025 | |
| 001 | POOLE JOINT REPLACEMENT SPECIALISTS CASH BALANCE PLAN | CashBalance | $880K | 10 | 2024 |
Retirement plans