Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOEL SMITH, MD, INC.
EIN 26-4034344Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
15
PO BOX 15788 - SAN DIEGO, CA 92175651-238-3521
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 15 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
JOEL SMITH, MD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOEL SMITH, MD, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$909K
Participants6
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 | JOEL SMITH, MD, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 9 | 2025 | |
| 002 | JOEL SMITH, MD, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $909K | 6 | 2025 |
Retirement plans