Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDGARD M. VERA, M.D., INC.
EIN 26-0351956Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
28
17207 JASMINE ST STE 2 - VICTORVILLE, CA 923958322760-780-4179
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 28 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
EDGARD M. VERA, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDGARD M. VERA, M.D., INC. PROFIT SHARING PLAN
401k
Assets$771K
Participants13
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 | EDGARD M. VERA, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 15 | 2024 | |
| 002 | EDGARD M. VERA, M.D., INC. PROFIT SHARING PLAN | 401k | $771K | 13 | 2024 |
Retirement plans