Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK DAVIDSON, M.D., INC.
EIN 20-4413866health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
13
P.O. BOX 7487 - BEVERELY HILLS, CA 90210310-855-0222davidsongi.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 13 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
MARK DAVIDSON, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK DAVIDSON, M.D., INC. 401(K) PLAN
401k
Assets$1.9M
Participants10
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 | MARK DAVIDSON, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 3 | 2024 | |
| 001 | MARK DAVIDSON, M.D., INC. 401(K) PLAN | 401k | $1.9M | 10 | 2024 |
Retirement plans