Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH R SHAPIRO MD, INC.
EIN 11-3799031hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
12
12660 RIVERSIDE DR, SUITE 325 - VALLEY VILLAGE, CA 91607818-769-5998LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 12 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
JOSEPH R SHAPIRO MD, INC. PENSION PLAN
CashBalance
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH R SHAPIRO MD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
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 | JOSEPH R SHAPIRO MD, INC. PENSION PLAN | CashBalance | $2.1M | 6 | 2025 | |
| 002 | JOSEPH R SHAPIRO MD, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 6 | 2025 |
Retirement plans