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  2. SELENA ELLIS, MD
Sponsor portfolio

SELENA ELLIS, MD

EIN 20-2631373-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
5
2999 REGENT STREET - BERKELEY, CA 94705510-644-2282selenaellismd.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 2 part#001401k-$988K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PENSION (#002)51%
  • 401(K) RETIREMENT PLAN (#001)49%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SELENA ELLIS, MD CASH BALANCE PENSION PLAN

CashBalance

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SELENA ELLIS, MD 401(K) RETIREMENT PLAN

401k

Assets$988K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SELENA ELLIS, MD CASH BALANCE PENSION PLANCashBalance$1.0M22025
001SELENA ELLIS, MD 401(K) RETIREMENT PLAN401k$988K32025
Retirement plans
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