Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $10.4M assets / 10 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EGBERT SAAVEDRA, MD, PLLC DEFINED BENEFIT PLAN | Traditional DB | $7.9M | 4 | 2025 |
| #002 | EGBERT SAAVEDRA, MD, PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $2.5M | 6 | 2025 |