Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIELA RODRIGUEZ, M.D., PLC
EIN 20-3231717medical practiceLatest filing 2025
Plans
3
Retirement
2
$3.3M assets
Welfare
1
Participants
11
21727 MACK AVE. - ST CLAIRE SHORES, MI 480802418586-777-7260drdrodriguez.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 9 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#002
DANIELA RODRIGUEZ, M.D., PLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DANIELA RODRIGUEZ, M.D., PLC PROFIT SHARING PLAN
ProfitSharing
Assets$439K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
DANIELA RODRIGUEZ, M.D., PLC DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIELA RODRIGUEZ, M.D., PLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 2 | 2024 | |
| 003 | DANIELA RODRIGUEZ, M.D., PLC PROFIT SHARING PLAN | ProfitSharing | $439K | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DANIELA RODRIGUEZ, M.D., PLC DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans