Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C.
EIN 20-1322463medical practiceLatest filing 2024
Plans
2
Retirement
2
$913K assets
Welfare
0
Participants
37
9500 E. IRONWOOD SQUARE DR., STE. 201 - SCOTTSDALE, AZ 85258480-664-8988LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $913K assets / 37 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#003
EAST VALLEY ENDOCRINOLOGY, DIABETES & METABOLISM, P.C. CASH BALANCE PLAN
CashBalance
Assets$632K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN
401k
Assets$281K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EAST VALLEY ENDOCRINOLOGY, DIABETES & METABOLISM, P.C. CASH BALANCE PLAN | CashBalance | $632K | 13 | 2024 | |
| 002 | EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN | 401k | $281K | 24 | 2024 |
Retirement plans