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  2. JEFFREY M. AHN, M.D. PC
Sponsor portfolio

JEFFREY M. AHN, M.D. PC

EIN 22-3409925-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
30
5151 N PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656LinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$4.6M - 15 part#002401k-$590K - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • DEFINED BENEFIT PENSION (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)15
  • PROFIT SHARING PLAN (#002)15
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JEFFREY M. AHN, M.D. PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEFFREY M. AHN, M.D. PC 401(K) PROFIT SHARING PLAN

401k

Assets$590K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEFFREY M. AHN, M.D. PC DEFINED BENEFIT PENSION PLANTraditionalDB$4.6M152024
002JEFFREY M. AHN, M.D. PC 401(K) PROFIT SHARING PLAN401k$590K152024
Retirement plans
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