Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SZMIDT A PROFESSIONAL MEDICAL CORP
EIN 20-0462252Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$169K assets
Welfare
0
Participants
10
12395 EL CAMINO REAL, #100 - SAN DIEGO, CA 92130858-259-5655
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $169K assets / 10 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
SZMIDT A PROFESSIONAL MEDICAL CORP CASH BALANCE PLAN
CashBalance
Assets$107K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SZMIDT A PROFESSIONAL MEDICAL CORP 401(K) PLAN
401k
Assets$63K
Participants5
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 | SZMIDT A PROFESSIONAL MEDICAL CORP CASH BALANCE PLAN | CashBalance | $107K | 5 | 2024 | |
| 001 | SZMIDT A PROFESSIONAL MEDICAL CORP 401(K) PLAN | 401k | $63K | 5 | 2024 |
Retirement plans