Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELLNER BARIATRIC, INC.
EIN 20-2538774medical practiceLatest filing 2024
Plans
2
Retirement
2
$381K assets
Welfare
0
Participants
4
2878 CAMINO DEL RIO SOUTH, SUITE 303 - SAN DIEGO, CA 92108619-261-3792ellnerbariatric.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $381K assets / 4 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
ELLNER BARIATRIC, INC. CASH BALANCE PLAN
CashBalance
Assets$363K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ELLNER BARIATRIC, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$18K
Participants2
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 | ELLNER BARIATRIC, INC. CASH BALANCE PLAN | CashBalance | $363K | 2 | 2024 | |
| 002 | ELLNER BARIATRIC, INC. 401(K) PROFIT SHARING PLAN | 401k | $18K | 2 | 2024 |
Retirement plans