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Sponsor portfolio

MITCH FREEMAN MD PC

EIN 86-1037632-medical practice-Latest filing 2024
Plans
2
Retirement
2
$13K assets
Welfare
0
Participants
6
2120 W. 24TH STREET, SUITE B - YUMA, AZ 85364928-314-1695freemanvipmedicalclinic.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003TraditionalDB-$12K - 4 part#004401k-$411 - 2 part

Retirement portfolio analytics

2 plans aggregated / $13K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • DEFINED BENEFIT PLAN (#003)97%
  • MD PC 401(K) (#004)3%
Total $13KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)4
  • MD PC 401(K) (#004)2
Total 6Click 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#003

MITCH FREEMAN MD PC DEFINED BENEFIT PLAN

TraditionalDB

Assets$12K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MITCH FREEMAN MD PC 401(K) PLAN

401k

Assets$411
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MITCH FREEMAN MD PC DEFINED BENEFIT PLANTraditionalDB$12K42024
004MITCH FREEMAN MD PC 401(K) PLAN401k$41122024
Retirement plans
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