Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RUSSELL BRUCE HUBBARD M.D., INC.
EIN 20-8212563medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
45
1565 HOTEL CIRCLE SOUTH, SUITE 310 - SAN DIEGO, CA 92108619-295-8005brucehubbardmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 45 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
RUSSELL BRUCE HUBBARD M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RUSSELL BRUCE HUBBARD M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$674K
Participants21
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 | RUSSELL BRUCE HUBBARD M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.7M | 24 | 2024 | |
| 003 | RUSSELL BRUCE HUBBARD M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $674K | 21 | 2024 |
Retirement plans