Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALBERT ANDERSON M.D., A PROFESSIONAL CORPORATION
EIN 20-2558081Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$773K assets
Welfare
0
Participants
19
44651 VILLAGE COURT, SUITE 125 - PALM DESERT, CA 92260760-777-7377
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $773K assets / 19 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
ALBERT ANDERSON M.D., A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$499K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALBERT ANDERSON, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$274K
Participants14
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 | ALBERT ANDERSON M.D., A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $499K | 5 | 2025 | |
| 002 | ALBERT ANDERSON, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $274K | 14 | 2025 |
Retirement plans