Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Joel A. Sach, M.D., Inc.
EIN 04-3785916medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
18425 BURBANK BLVD., SUITE 500 - TARZANA, CA 91356310-963-6151doctorsach.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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#001
JOEL A. SACH, M.D., INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOEL A. SACH, M.D., INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$300K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOEL A. SACH, M.D., INC. 401(K) PROFIT SHARING PLAN | 401(k) | $1.7M | 8 | 2025 | |
| 002 | JOEL A. SACH, M.D., INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $300K | 6 | 2025 |
Retirement plans