Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERGIO M. ZAMORA, M.D., PLC
EIN 01-0691514medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
15
1890 LPGA BLVD., SUITE 150 - DAYTONA BEACH, FL 32117386-274-5557drszamora.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 15 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#002
SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SERGIO M. ZAMORA, M.D. 401(K) PLAN
401k
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERGIO M. ZAMORA, M.D. CASH BALANCE PLAN | CashBalance | $3.3M | 7 | 2024 | |
| 001 | SERGIO M. ZAMORA, M.D. 401(K) PLAN | 401k | $3.2M | 8 | 2025 |
Retirement plans