Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RICHARD MOSKOWITZ, M.D. INC.
EIN 26-2617525medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
1500 SOUTHGATE AVENUE, SUITE 204 - DALY CITY, CA 94105650-755-3000LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 5 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#003
RICHARD MOSKOWITZ, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RICHARD MOSKOWITZ, M.D. INC. 401(K) PLAN
401k
Assets$139K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RICHARD MOSKOWITZ, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 2 | 2024 | |
| 001 | RICHARD MOSKOWITZ, M.D. INC. 401(K) PLAN | 401k | $139K | 3 | 2024 |
Retirement plans