Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALDERRAMA M.D., INC.
EIN 20-8085289Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
17
360 H STREET - CHULA VISTA, CA 91910619-397-5400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 17 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
VALDERRAMA, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$858K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VALDERRAMA, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$552K
Participants5
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 | VALDERRAMA, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $858K | 12 | 2024 | |
| 003 | VALDERRAMA, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $552K | 5 | 2024 |
Retirement plans