Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZOSIMA CARINO-GATEB, MD, INC.
EIN 20-1936436medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
13
81-833 DR CARREON BOULEVARD, SUITE 6 - INDIO, CA 922015590760-775-7763LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 13 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#001
ZOSIMA CARINO-GATEB, MD 401K PROFIT SHARING PLAN
401k
Assets$4.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZOSIMA CARINO-GATEB, MD, INC. CASH BALANCE PLAN
CashBalance
Assets$327K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZOSIMA CARINO-GATEB, MD 401K PROFIT SHARING PLAN | 401k | $4.3M | 12 | 2024 | |
| 002 | ZOSIMA CARINO-GATEB, MD, INC. CASH BALANCE PLAN | CashBalance | $327K | 1 | 2024 |
Retirement plans