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Sponsor portfolio

ANN MASSEY BADMUS PC

EIN 83-3001890-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$674K assets
Welfare
0
Participants
15
8330 LYNDON B JOHNSON FREEWAY, SUITE B-1157 - DALLAS, TX 75243214-728-1752
Plans on this EIN
2 filings
#001401k-$338K - 9 part#002CashBalance-$336K - 6 part

Retirement portfolio analytics

2 plans aggregated / $674K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • BADMUS PC 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $674KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BADMUS PC 401(K) (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANN MASSEY BADMUS PC 401(K) PLAN

401k

Assets$338K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANN MASSEY BADMUS PC CASH BALANCE PLAN

CashBalance

Assets$336K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANN MASSEY BADMUS PC 401(K) PLAN401k$338K92025
002ANN MASSEY BADMUS PC CASH BALANCE PLANCashBalance$336K62024
Retirement plans
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