Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LORNA M. BARTE, M.D., AND ASSOCIATES
EIN 20-4469087medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
7
1601 CARMEN DRIVE, SUITE 106 - CAMARILLO, CA 93010805-389-8111LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 7 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
LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN
401k
Assets$878K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LORNA M. BARTE, M.D., AND ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$764K
Participants3
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 | LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN | 401k | $878K | 4 | 2024 | |
| 001 | LORNA M. BARTE, M.D., AND ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $764K | 3 | 2024 |
Retirement plans