Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION
EIN 20-2983546Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
10
845 SOUTH FAIRMONT AVENUE, SUITE 5 - LODI, CA 95240209-366-2360
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 10 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
RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$4.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants4
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 | RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $4.7M | 6 | 2025 | |
| 002 | RONALD G. NAVONE, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 4 | 2025 |
Retirement plans