Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
ANNE MARIE MCNEILL MD PHD, INC.
EIN 27-1350308medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
63
1441 AVOCADO AVE, SUITE 702 - NEWPORT BEACH, CA 92660949-706-7886mcneillderm.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 63 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
ANNE MARIE MCNEILL MD PHD INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.4M
Participants38
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Retirement#002
ANNE MARIE MCNEILL MD PHD, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANNE MARIE MCNEILL MD PHD INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.4M | 38 | 2025 | |
| 002 | ANNE MARIE MCNEILL MD PHD, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 25 | 2025 |
Retirement plans