Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARREN M. MERGUERIAN D.D.S., P.A.
EIN 22-2614934medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M 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
WARREN M. MERGUERIAN D.D.S., P.A. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WARREN M. MERGUERIAN, JR., D.D.S., P.A. 401K PLAN
401k
Assets$698K
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 | WARREN M. MERGUERIAN D.D.S., P.A. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.4M | 4 | 2024 | |
| 003 | WARREN M. MERGUERIAN, JR., D.D.S., P.A. 401K PLAN | 401k | $698K | 4 | 2024 |
Retirement plans