Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AB GUERRA, MD, PLC
EIN 20-3874573Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
25
8765 EAST BELL RD., STE 104 - SCOTTSDALE, AZ 85260480-970-2580
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 25 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
AB GUERRA, MD, PLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AB GUERRA, MD, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$145K
Participants15
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 | AB GUERRA, MD, PLC CASH BALANCE PLAN | CashBalance | $2.0M | 10 | 2025 | |
| 002 | AB GUERRA, MD, PLC 401(K) PROFIT SHARING PLAN | 401k | $145K | 15 | 2025 |
Retirement plans