Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARMEN J. RODRIGUEZ, M.D., P.C.
EIN 20-3427370medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 29 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
CARMEN J. RODRIGUEZ, M.D., P.C. 401(K) PLAN AND TRUST
401k
Assets$2.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARMEN J. RODRIGUEZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants8
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 | CARMEN J. RODRIGUEZ, M.D., P.C. 401(K) PLAN AND TRUST | 401k | $2.2M | 21 | 2024 | |
| 003 | CARMEN J. RODRIGUEZ, M.D., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 8 | 2024 |
Retirement plans