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Sponsor portfolio

SIMI ABRAHAM PLLC

EIN 84-3812084-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$256K assets
Welfare
0
Participants
15
2101 IRONSIDE DRIVE - THE COLONY, TX 75056423-240-6524
Plans on this EIN
2 filings
#002CashBalance-$207K - 5 part#001401k-$48K - 10 part

Retirement portfolio analytics

2 plans aggregated / $256K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#002)81%
  • PROFIT SHARING PLAN (#001)19%
Total $256KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)5
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#002

SIMI ABRAHAM PLLC CASH BALANCE PLAN

CashBalance

Assets$207K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SIMI ABRAHAM PLLC PROFIT SHARING PLAN

401k

Assets$48K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SIMI ABRAHAM PLLC CASH BALANCE PLANCashBalance$207K52024
001SIMI ABRAHAM PLLC PROFIT SHARING PLAN401k$48K102025
Retirement plans
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