Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESTRELLA INTERNAL MEDICINE & GERIATRICS CLINIC, PLC
EIN 20-4365521medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
8
8410 W. THOMAS ROAD, SUITE 112 - PHOENIX, AZ 85037623-873-1500LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 8 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
ESTRELLA INTERNAL MEDICINE & GERIATRICS CLINIC, PLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ESTRELLA INTERNAL MEDICINE & GERIATRICS CLINIC, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$342K
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 | |
|---|---|---|---|---|---|---|
| 002 | ESTRELLA INTERNAL MEDICINE & GERIATRICS CLINIC, PLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.2M | 4 | 2024 | |
| 003 | ESTRELLA INTERNAL MEDICINE & GERIATRICS CLINIC, PLC 401(K) PROFIT SHARING PLAN | 401k | $342K | 4 | 2024 |
Retirement plans