Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
AARON M. PERLMUTTER, M.D. INC.
EIN 26-0633993medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
8641 WILSHIRE BLVD., SUITE 100, SUITE 485 - BEVERLY HILLS, CA 90211310-657-0367LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 4 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#004
AARON M. PERLMUTTER, M.D. INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AARON M. PERLMUTTER, M.D. INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$308K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | AARON M. PERLMUTTER, M.D. INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.3M | 2 | 2025 | |
| 003 | AARON M. PERLMUTTER, M.D. INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $308K | 2 | 2025 |
Retirement plans