Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSEMARIE TWEED, D.O., A.P.C
EIN 27-0294643medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
32
14114 BUSINESS CENTER DRIVE, SUITE A - MORENO VALLEY, CA 92553951-697-4133LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 32 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
ROSEMARIE TWEED, D.O. 401(K) PROFIT SHARING PLAN
401k
Assets$4.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROSEMARIE TWEED, D.O. CASH BALANCE PLAN
CashBalance
Assets$636K
Participants14
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 | ROSEMARIE TWEED, D.O. 401(K) PROFIT SHARING PLAN | 401k | $4.9M | 18 | 2025 | |
| 003 | ROSEMARIE TWEED, D.O. CASH BALANCE PLAN | CashBalance | $636K | 14 | 2025 |
Retirement plans