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  2. STEVEN A. HARRISON, M.D., APC
Sponsor portfolio

STEVEN A. HARRISON, M.D., APC

EIN 04-3784066-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
9
1299 NEWELL HILL PLACE - ORINDA, CA 945630682925-947-0505LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$4.0M - 7 part#001TraditionalDB-$3.1M - 2 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • APC 401K PLAN (#002)57%
  • DEFINED BENEFIT PENSION (#001)43%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • APC 401K PLAN (#002)7
  • DEFINED BENEFIT PENSION (#001)2
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEVEN A. HARRISON, M.D., APC 401K PLAN

401k

Assets$4.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STEVEN A. HARRISON, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEVEN A. HARRISON, M.D., APC 401K PLAN401k$4.0M72025
001STEVEN A. HARRISON, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$3.1M22025
Retirement plans
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