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Sponsor portfolio

ROBERT COLVIN, MD

EIN 20-1110702-medical practice-Latest filing 2024
Plans
2
Retirement
2
$329K assets
Welfare
0
Participants
11
1825 UNION STREET - SAN FRANCISCO, CA 94123415-279-7609LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$239K - 5 part#001401k-$90K - 6 part

Retirement portfolio analytics

2 plans aggregated / $329K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • MD RETIREMENT PLAN (#001)27%
Total $329KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD RETIREMENT PLAN (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

ROBERT COLVIN, MD CASH BALANCE PLAN

CashBalance

Assets$239K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROBERT COLVIN, MD RETIREMENT PLAN

401k

Assets$90K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROBERT COLVIN, MD CASH BALANCE PLANCashBalance$239K52024
001ROBERT COLVIN, MD RETIREMENT PLAN401k$90K62024
Retirement plans
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