Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$1.7M
- PLAN & TRUST (#001)$1.0M
Filings through .
2 plans aggregated / $2.8M assets / 44 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.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KHM SURGICAL PARTNERSHIP DEFINED BENEFIT PLAN & TRUST | Traditional DB | $1.7M | 22 | 2025 |
| #001 | KHM SURGICAL PARTNERSHIP 401(K) PLAN & TRUST | 401(k) | $1.0M | 22 | 2025 |