Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
ALLEN M. DOEZIE, M.D., P.C.
EIN 20-1288184Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$588K assets
Welfare
0
Participants
8
777 CORPORATE DRIVE, SUITE #110 - LADERA RANCH, CA 92694949-481-9850
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $588K assets / 8 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
ALLEN M. DOEZIE, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$346K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALLEN M. DOEZIE, M.D., P.C. 401(K) PLAN
401k
Assets$241K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLEN M. DOEZIE, M.D., P.C. CASH BALANCE PLAN | CashBalance | $346K | 4 | 2024 | |
| 001 | ALLEN M. DOEZIE, M.D., P.C. 401(K) PLAN | 401k | $241K | 4 | 2024 |
Retirement plans