Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Anderson Medical Group
EIN 87-1657807Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
20
1411 N BECKLEY AVENUE, PAVILLION 3, SUITE 352 - DALLAS, TX 75203214-789-6568
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M 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#001
ANDERSON MEDICAL GROUP RETIREMENT PLAN
401(k)
Assets$1.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDERSON MEDICAL GROUP CASH BALANCE PLAN
Cash balance
Assets$630K
Participants7
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 | ANDERSON MEDICAL GROUP RETIREMENT PLAN | 401(k) | $1.3M | 13 | 2025 | |
| 002 | ANDERSON MEDICAL GROUP CASH BALANCE PLAN | Cash balance | $630K | 7 | 2025 |
Retirement plans