Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$1.4M
Filings through .
2 plans aggregated / $40.4M assets / 79 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PUGET SOUND PHYSICIANS, PLLC 401(K) PLAN | 401(k) | $39.0M | 58 | 2025 |
| #003 | PUGET SOUND PHYSICIANS, PLLC CASH BALANCE PENSION PLAN & TRUST | Cash balance | $1.4M | 21 | 2025 |