Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOEL E. ULLOTH M.D. INC.
EIN 26-4712185Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
121 IKENA KAI PLACE - KULA, HI 96790530-605-4316
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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
JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOEL E. ULLOTH M.D. INC. 401(K) PROFIT SHARING PLAN
401k
Assets$929K
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 | |
|---|---|---|---|---|---|---|
| 002 | JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 3 | 2024 | |
| 001 | JOEL E. ULLOTH M.D. INC. 401(K) PROFIT SHARING PLAN | 401k | $929K | 3 | 2024 |
Retirement plans