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  2. JASON B DIAMOND MD INC
Sponsor portfolio

JASON B DIAMOND MD INC

EIN 20-0860087-medical practice-Latest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
37
9400 BRIGHTON WAY, PENTHOUSE - BEVERLY HILLS, CA 90210310-859-9816LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$5.2M - 18 part#001401k-$4.5M - 19 part

Retirement portfolio analytics

2 plans aggregated / $9.7M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MD INC PENSION (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $9.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)19
  • MD INC PENSION (#002)18
Total 37Click 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

JASON B. DIAMOND MD INC PENSION PLAN

TraditionalDB

Assets$5.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JASON B. DIAMOND, M.D., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JASON B. DIAMOND MD INC PENSION PLANTraditionalDB$5.2M182025
001JASON B. DIAMOND, M.D., INC. 401(K) PROFIT SHARING PLAN401k$4.5M192025
Retirement plans
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