Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JINSONG ZHANG MD PHD PLLC
EIN 27-0535412medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 22 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
JINSONG ZHANG MD PHD PLLC PENSION PLAN
CashBalance
Assets$1.5M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JINSONG ZHANG MD PHD PLLC RETIREMENT PLAN
401k
Assets$568K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JINSONG ZHANG MD PHD PLLC PENSION PLAN | CashBalance | $1.5M | 8 | 2024 | |
| 001 | JINSONG ZHANG MD PHD PLLC RETIREMENT PLAN | 401k | $568K | 14 | 2024 |
Retirement plans