Assets by plan
Share of aggregate retirement assets
79%top
Filings through .
Sponsor portfolio
Jose V. Perez, D.O. ,P.A.
EIN 01-0962025Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$218K assets
Welfare
0
Participants
8
15538 NW 83 PL - MIAMI LAKES, FL 33016305-646-9971
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $218K assets / 8 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
JOSE V. PEREZ, D.O. ,P.A. CASH BALANCE PLAN
Traditional DB
Assets$171K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSE V. PEREZ, D.O. ,P.A. 401(K) PLAN
401(k)
Assets$47K
Participants4
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 | JOSE V. PEREZ, D.O. ,P.A. CASH BALANCE PLAN | Traditional DB | $171K | 4 | 2025 | |
| 001 | JOSE V. PEREZ, D.O. ,P.A. 401(K) PLAN | 401(k) | $47K | 4 | 2025 |
Retirement plans