Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Michael Diaz MD PA
EIN 26-0022867Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
27
1513 SOUTH HARBOR CITY BLVD - MELBOURNE, FL 32901786-473-7853
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 27 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
MICHAEL DIAZ MD PA AND RIVERVIEW SURGERY CENTER OF MELBOURNE CASH BALANCE PLAN
Cash balance
Assets$796K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL DIAZ MD PA & RIVERVIEW SURGERY CENTER OF MELBOURNE 401K PLAN
401(k)
Assets$720K
Participants14
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 | MICHAEL DIAZ MD PA AND RIVERVIEW SURGERY CENTER OF MELBOURNE CASH BALANCE PLAN | Cash balance | $796K | 13 | 2025 | |
| 001 | MICHAEL DIAZ MD PA & RIVERVIEW SURGERY CENTER OF MELBOURNE 401K PLAN | 401(k) | $720K | 14 | 2025 |
Retirement plans