Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHERRY A. BURCHELL, M.D., INC.
EIN 03-0455942medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
999 N. TUSTIN AVENUE, SUITE 116 - SANTA ANA, CA 92705714-547-1915LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 4 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
SHERRY A. BURCHELL, M. D. , INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SHERRY A. BURCHELL, M. D. , INC. 401(K) PROFIT SHARING PLAN
401k
Assets$436K
Participants2
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 | SHERRY A. BURCHELL, M. D. , INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 2 | 2024 | |
| 001 | SHERRY A. BURCHELL, M. D. , INC. 401(K) PROFIT SHARING PLAN | 401k | $436K | 2 | 2024 |
Retirement plans